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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,448 | $108,942-76.6% | $100,415-74.7% | $145,897-82.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.82% | 58.27%-44.5pp | 49.47%-35.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,701 | $4,422-38.9% | $3,943-31.5% | $4,663-42.1% |
| Participant deferral / active EE | $7,096 | $8,461-16.1% | $8,091-12.3% | $6,689+6.1% |
| Admin fee / account holder | $45 | $9,702-99.5% | $7,906-99.4% | $13,390-99.7% |