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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,933 | $115,814-85.4% | $101,275-83.3% | $158,982-89.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.05% | 56.16%-39.1pp | 46.48%-29.4pp | 302.99%-285.9pp |
| Employer contribution / active EE | $2,545 | $4,176-39.1% | $3,660-30.5% | $4,763-46.6% |
| Participant deferral / active EE | $4,850 | $4,958-2.2% | $4,371+11.0% | $5,983-18.9% |
| Admin fee / account holder | $99 | $7,249-98.6% | $5,948-98.3% | $11,252-99.1% |