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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,716 | $101,063-85.4% | $81,473-81.9% | $147,586-90.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $9,898 | $3,206+208.8% | $2,568+285.4% | $4,876+103.0% |
| Participant deferral / active EE | $4,801 | $4,242+13.2% | $3,537+35.7% | $5,439-11.7% |
| Admin fee / account holder | $16 | $5,812-99.7% | $4,561-99.6% | $10,886-99.9% |