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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,437 | $123,412-89.9% | $69,460-82.1% | $145,978-91.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 12.84% | 191.25%-178.4pp | 100.80%-88.0pp | 550.52%-537.7pp |
| Employer contribution / active EE | $2,437 | $2,684-9.2% | $1,714+42.2% | $4,662-47.7% |
| Participant deferral / active EE | $2,437 | $4,240-42.5% | $2,890-15.6% | $6,690-63.6% |
| Admin fee / account holder | $47 | $7,816-99.4% | $4,695-99.0% | $13,400-99.6% |