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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,818 | $103,038-84.6% | $90,324-82.5% | $152,909-89.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 28.69% | 95.25%-66.6pp | 78.15%-49.5pp | 345.46%-316.8pp |
| Employer contribution / active EE | $3,249 | $3,141+3.5% | $2,856+13.8% | $4,764-31.8% |
| Participant deferral / active EE | $3,810 | $4,282-11.0% | $3,885-1.9% | $5,851-34.9% |
| Admin fee / account holder | $239 | $6,177-96.1% | $5,356-95.5% | $11,601-97.9% |