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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,030 | $115,796-85.3% | $101,264-83.2% | $158,950-89.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.27% | 56.15%-24.9pp | 46.48%-15.2pp | 302.91%-271.6pp |
| Employer contribution / active EE | $5,312 | $4,175+27.2% | $3,660+45.1% | $4,762+11.5% |
| Participant deferral / active EE | $6,370 | $4,958+28.5% | $4,370+45.7% | $5,983+6.5% |
| Admin fee / account holder | $174 | $7,247-97.6% | $5,947-97.1% | $11,248-98.5% |