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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,180 | $106,923-74.6% | $84,023-67.7% | $152,909-82.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.59% | 105.02%-83.4pp | 71.32%-49.7pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,380 | $2,735-13.0% | $1,984+20.0% | $4,764-50.0% |
| Participant deferral / active EE | $2,061 | $4,013-48.6% | $3,239-36.4% | $5,851-64.8% |
| Admin fee / account holder | $71 | $8,289-99.1% | $6,102-98.8% | $11,601-99.4% |