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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,823 | $117,444-85.7% | $99,479-83.1% | $152,909-89.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 49.30% | 31.87%+17.4pp | 30.72%+18.6pp | 345.46%-296.2pp |
| Employer contribution / active EE | $2,823 | $3,014-6.3% | $2,540+11.1% | $4,764-40.8% |
| Participant deferral / active EE | $6,965 | $4,086+70.4% | $3,619+92.5% | $5,851+19.0% |
| Admin fee / account holder | $16 | $7,635-99.8% | $6,253-99.7% | $11,601-99.9% |