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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,683 | $103,038-89.6% | $90,324-88.2% | $152,909-93.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.61% | 95.25%-73.6pp | 78.15%-56.5pp | 345.46%-323.8pp |
| Employer contribution / active EE | $3,879 | $3,141+23.5% | $2,856+35.8% | $4,764-18.6% |
| Participant deferral / active EE | $1,200 | $4,282-72.0% | $3,885-69.1% | $5,851-79.5% |
| Admin fee / account holder | $258 | $6,177-95.8% | $5,356-95.2% | $11,601-97.8% |