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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,238 | $103,008-84.2% | $90,304-82.0% | $152,897-89.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.60% | 95.22%-78.6pp | 78.13%-61.5pp | 345.43%-328.8pp |
| Employer contribution / active EE | $4,352 | $3,139+38.6% | $2,855+52.4% | $4,764-8.6% |
| Participant deferral / active EE | $5,809 | $4,281+35.7% | $3,885+49.5% | $5,851-0.7% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |