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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,764 | $100,073-88.2% | $85,126-86.2% | $145,877-91.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.58% | 84.11%-70.5pp | 66.63%-53.0pp | 551.28%-537.7pp |
| Employer contribution / active EE | $3,034 | $3,236-6.3% | $2,731+11.1% | $4,663-34.9% |
| Participant deferral / active EE | $3,034 | $5,294-42.7% | $4,523-32.9% | $6,691-54.7% |
| Admin fee / account holder | $225 | $7,261-96.9% | $6,160-96.3% | $13,402-98.3% |