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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,357 | $118,869-80.4% | $96,575-75.8% | $167,518-86.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.09% | 50.49%-27.4pp | 37.79%-14.7pp | 478.71%-455.6pp |
| Employer contribution / active EE | $2,463 | $3,120-21.1% | $2,357+4.5% | $4,838-49.1% |
| Participant deferral / active EE | $3,414 | $4,616-26.0% | $3,849-11.3% | $6,342-46.2% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |