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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,046 | $117,433-86.3% | $99,475-83.9% | $152,897-89.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 15.59% | 31.87%-16.3pp | 30.72%-15.1pp | 345.43%-329.8pp |
| Employer contribution / active EE | $6,772 | $3,013+124.7% | $2,540+166.6% | $4,764+42.2% |
| Participant deferral / active EE | $3,052 | $4,086-25.3% | $3,619-15.6% | $5,851-47.8% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |