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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,814 | $103,038-87.6% | $90,324-85.8% | $152,909-91.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 36.86% | 95.25%-58.4pp | 78.15%-41.3pp | 345.46%-308.6pp |
| Employer contribution / active EE | $1,759 | $3,141-44.0% | $2,856-38.4% | $4,764-63.1% |
| Participant deferral / active EE | $4,398 | $4,282+2.7% | $3,885+13.2% | $5,851-24.8% |
| Admin fee / account holder | $39 | $6,177-99.4% | $5,356-99.3% | $11,601-99.7% |