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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,914 | $100,139-78.1% | $85,187-74.3% | $145,884-85.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.95% | 84.15%-75.2pp | 66.67%-57.7pp | 551.85%-542.9pp |
| Employer contribution / active EE | $9,744 | $3,238+200.9% | $2,732+256.6% | $4,662+109.0% |
| Participant deferral / active EE | $9,744 | $5,296+84.0% | $4,525+115.3% | $6,690+45.7% |
| Admin fee / account holder | $175 | $7,262-97.6% | $6,162-97.2% | $13,392-98.7% |