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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,047 | $227,597-83.3% | $189,575-79.9% | $167,536-77.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.79% | 78.44%-60.6pp | 64.19%-46.4pp | 478.82%-461.0pp |
| Employer contribution / active EE | $2,156 | $5,316-59.4% | $4,412-51.1% | $4,839-55.4% |
| Participant deferral / active EE | $6,902 | $7,002-1.4% | $6,174+11.8% | $6,342+8.8% |
| Admin fee / account holder | $134 | $11,877-98.9% | $9,806-98.6% | $12,315-98.9% |