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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,081 | $96,508-86.4% | $75,901-82.8% | $152,897-91.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 19.75% | 33.99%-14.2pp | 30.76%-11.0pp | 345.43%-325.7pp |
| Employer contribution / active EE | $4,092 | $3,310+23.6% | $2,501+63.6% | $4,764-14.1% |
| Participant deferral / active EE | $2,727 | $4,554-40.1% | $3,603-24.3% | $5,851-53.4% |
| Admin fee / account holder | $0 | $8,081-100.0% | $5,420-100.0% | $11,599-100.0% |