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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,025 | $102,638-78.5% | $81,982-73.1% | $158,982-86.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 26.73% | 61.05%-34.3pp | 41.31%-14.6pp | 302.99%-276.3pp |
| Employer contribution / active EE | $2,201 | $3,241-32.1% | $2,498-11.9% | $4,763-53.8% |
| Participant deferral / active EE | $2,312 | $4,649-50.3% | $3,722-37.9% | $5,983-61.4% |
| Admin fee / account holder | $85 | $8,237-99.0% | $5,665-98.5% | $11,252-99.2% |