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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,603 | $103,000-82.9% | $90,300-80.5% | $152,885-88.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.08% | 95.19%-69.1pp | 78.11%-52.0pp | 345.39%-319.3pp |
| Employer contribution / active EE | $4,242 | $3,138+35.2% | $2,854+48.6% | $4,763-10.9% |
| Participant deferral / active EE | $2,379 | $4,281-44.4% | $3,884-38.8% | $5,851-59.3% |
| Admin fee / account holder | $17 | $6,173-99.7% | $5,353-99.7% | $11,598-99.9% |