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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,183 | $108,882-91.6% | $96,754-90.5% | $154,746-94.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 29.53% | 98.39%-68.9pp | 82.04%-52.5pp | 172.34%-142.8pp |
| Employer contribution / active EE | $2,548 | $3,018-15.6% | $2,679-4.9% | $4,379-41.8% |
| Participant deferral / active EE | $4,946 | $5,323-7.1% | $4,758+4.0% | $6,730-26.5% |
| Admin fee / account holder | $83 | $10,200-99.2% | $8,905-99.1% | $14,365-99.4% |