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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,301 | $111,535-89.0% | $105,223-88.3% | $137,256-91.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.54% | 237.85%-218.3pp | 180.65%-161.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,115 | $3,939-20.9% | $3,689-15.5% | $4,156-25.0% |
| Participant deferral / active EE | $4,313 | $5,500-21.6% | $5,072-15.0% | $6,407-32.7% |
| Admin fee / account holder | $262 | $9,721-97.3% | $8,859-97.0% | $12,270-97.9% |