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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,823 | $117,846-83.2% | $102,434-80.6% | $145,884-86.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 21.39% | 31.90%-10.5pp | 29.46%-8.1pp | 551.85%-530.5pp |
| Employer contribution / active EE | $2,933 | $3,615-18.9% | $3,023-3.0% | $4,662-37.1% |
| Participant deferral / active EE | $7,287 | $5,733+27.1% | $5,055+44.1% | $6,690+8.9% |
| Admin fee / account holder | $22 | $13,356-99.8% | $9,462-99.8% | $13,392-99.8% |