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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,934 | $118,877-84.9% | $96,570-81.4% | $167,536-89.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.99% | 50.50%-41.5pp | 37.79%-28.8pp | 478.82%-469.8pp |
| Employer contribution / active EE | $3,314 | $3,121+6.2% | $2,357+40.6% | $4,839-31.5% |
| Participant deferral / active EE | $5,500 | $4,617+19.1% | $3,849+42.9% | $6,342-13.3% |
| Admin fee / account holder | $276 | $8,069-96.6% | $6,182-95.5% | $12,315-97.8% |