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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,673 | $107,353-83.5% | $92,903-81.0% | $152,885-88.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.54% | 145.62%-128.1pp | 109.43%-91.9pp | 345.39%-327.8pp |
| Employer contribution / active EE | $11,967 | $4,222+183.5% | $3,653+227.6% | $4,763+151.3% |
| Participant deferral / active EE | $2,596 | $4,848-46.4% | $4,238-38.7% | $5,851-55.6% |
| Admin fee / account holder | $212 | $7,081-97.0% | $5,795-96.3% | $11,598-98.2% |