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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,314 | $103,038-86.1% | $90,324-84.2% | $152,909-90.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.90% | 95.25%-72.4pp | 78.15%-55.3pp | 345.46%-322.6pp |
| Employer contribution / active EE | $1,643 | $3,141-47.7% | $2,856-42.5% | $4,764-65.5% |
| Participant deferral / active EE | $2,696 | $4,282-37.0% | $3,885-30.6% | $5,851-53.9% |
| Admin fee / account holder | $189 | $6,177-96.9% | $5,356-96.5% | $11,601-98.4% |