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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,727 | $111,535-83.2% | $105,223-82.2% | $137,256-86.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.19% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,209 | $3,939-43.9% | $3,689-40.1% | $4,156-46.8% |
| Participant deferral / active EE | $2,981 | $5,500-45.8% | $5,072-41.2% | $6,407-53.5% |
| Admin fee / account holder | $267 | $9,721-97.3% | $8,859-97.0% | $12,270-97.8% |