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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,933 | $97,125-88.7% | $86,233-87.3% | $137,256-92.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 69.15% | 74.19%-5.0pp | 61.39%+7.8pp | 220.34%-151.2pp |
| Employer contribution / active EE | $9,639 | $2,841+239.2% | $2,504+284.9% | $4,156+131.9% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $89 | $9,725-99.1% | $8,342-98.9% | $12,270-99.3% |