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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,314 | $107,368-84.8% | $92,915-82.4% | $152,909-89.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.51% | 145.64%-123.1pp | 109.45%-86.9pp | 345.46%-323.0pp |
| Employer contribution / active EE | $8,406 | $4,222+99.1% | $3,653+130.1% | $4,764+76.4% |
| Participant deferral / active EE | $3,568 | $4,848-26.4% | $4,238-15.8% | $5,851-39.0% |
| Admin fee / account holder | $50 | $7,082-99.3% | $5,796-99.1% | $11,601-99.6% |