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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,251 | $107,368-83.9% | $92,915-81.4% | $152,909-88.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.30% | 145.64%-132.3pp | 109.45%-96.1pp | 345.46%-332.2pp |
| Employer contribution / active EE | $7,726 | $4,222+83.0% | $3,653+111.5% | $4,764+62.2% |
| Participant deferral / active EE | $5,065 | $4,848+4.5% | $4,238+19.5% | $5,851-13.4% |
| Admin fee / account holder | $179 | $7,082-97.5% | $5,796-96.9% | $11,601-98.5% |