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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,756 | $227,633-86.9% | $189,597-84.3% | $167,553-82.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.58% | 78.45%-67.9pp | 64.20%-53.6pp | 478.89%-468.3pp |
| Employer contribution / active EE | $1,243 | $5,317-76.6% | $4,412-71.8% | $4,840-74.3% |
| Participant deferral / active EE | $3,001 | $7,003-57.1% | $6,174-51.4% | $6,343-52.7% |
| Admin fee / account holder | $102 | $11,879-99.1% | $9,807-99.0% | $12,316-99.2% |