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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,428 | $227,597-88.8% | $189,575-86.6% | $167,536-84.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.12% | 78.44%-66.3pp | 64.19%-52.1pp | 478.82%-466.7pp |
| Employer contribution / active EE | $10,175 | $5,316+91.4% | $4,412+130.6% | $4,839+110.3% |
| Participant deferral / active EE | $2,583 | $7,002-63.1% | $6,174-58.2% | $6,342-59.3% |
| Admin fee / account holder | $95 | $11,877-99.2% | $9,806-99.0% | $12,315-99.2% |