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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,821 | $111,535-85.8% | $105,223-85.0% | $137,256-88.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.11% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,842 | $3,939-53.2% | $3,689-50.1% | $4,156-55.7% |
| Participant deferral / active EE | $1,842 | $5,500-66.5% | $5,072-63.7% | $6,407-71.2% |
| Admin fee / account holder | $136 | $9,721-98.6% | $8,859-98.5% | $12,270-98.9% |