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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,875 | $227,566-90.4% | $189,558-88.5% | $167,518-86.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 23.53% | 78.43%-54.9pp | 64.19%-40.7pp | 478.71%-455.2pp |
| Employer contribution / active EE | $1,321 | $5,316-75.1% | $4,412-70.0% | $4,838-72.7% |
| Participant deferral / active EE | $8,500 | $7,002+21.4% | $6,174+37.7% | $6,342+34.0% |
| Admin fee / account holder | $203 | $11,881-98.3% | $9,809-97.9% | $12,312-98.4% |