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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,963 | $157,296-84.8% | $141,191-83.0% | $152,897-84.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 42.17% | 64.34%-22.2pp | 71.41%-29.2pp | 345.43%-303.3pp |
| Employer contribution / active EE | $1,203 | $5,262-77.1% | $4,736-74.6% | $4,764-74.7% |
| Participant deferral / active EE | $13,829 | $7,111+94.5% | $6,710+106.1% | $5,851+136.3% |
| Admin fee / account holder | $136 | $12,125-98.9% | $10,264-98.7% | $11,599-98.8% |