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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,801 | $110,551-83.9% | $80,741-78.0% | $167,536-89.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 18.24% | 120.57%-102.3pp | 87.30%-69.1pp | 478.82%-460.6pp |
| Employer contribution / active EE | $5,620 | $1,543+264.3% | $1,160+384.4% | $4,839+16.1% |
| Participant deferral / active EE | $2,811 | $2,870-2.1% | $2,145+31.0% | $6,342-55.7% |
| Admin fee / account holder | $166 | $4,547-96.4% | $3,380-95.1% | $12,315-98.7% |