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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,634 | $106,905-80.7% | $84,020-75.4% | $152,885-86.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.13% | 105.00%-88.9pp | 71.31%-55.2pp | 345.39%-329.3pp |
| Employer contribution / active EE | $2,868 | $2,735+4.9% | $1,984+44.6% | $4,763-39.8% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $164 | $8,287-98.0% | $6,101-97.3% | $11,598-98.6% |