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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,039 | $227,597-81.1% | $189,575-77.3% | $167,536-74.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.42% | 78.44%-62.0pp | 64.19%-47.8pp | 478.82%-462.4pp |
| Employer contribution / active EE | $4,593 | $5,316-13.6% | $4,412+4.1% | $4,839-5.1% |
| Participant deferral / active EE | $7,455 | $7,002+6.5% | $6,174+20.8% | $6,342+17.5% |
| Admin fee / account holder | $207 | $11,877-98.3% | $9,806-97.9% | $12,315-98.3% |