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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,771 | $154,754-85.3% | $124,206-81.7% | $138,895-83.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 20.55% | 709.28%-688.7pp | 515.27%-494.7pp | 145.39%-124.8pp |
| Employer contribution / active EE | $3,386 | $4,446-23.8% | $3,540-4.4% | $4,194-19.3% |
| Participant deferral / active EE | $12,483 | $4,621+170.1% | $3,968+214.6% | $6,396+95.2% |
| Admin fee / account holder | $170 | $6,690-97.5% | $5,929-97.1% | $12,562-98.6% |