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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,746 | $103,008-88.6% | $90,304-87.0% | $152,897-92.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 27.50% | 95.22%-67.7pp | 78.13%-50.6pp | 345.43%-317.9pp |
| Employer contribution / active EE | $1,504 | $3,139-52.1% | $2,855-47.3% | $4,764-68.4% |
| Participant deferral / active EE | $3,929 | $4,281-8.2% | $3,885+1.1% | $5,851-32.9% |
| Admin fee / account holder | $47 | $6,175-99.2% | $5,354-99.1% | $11,599-99.6% |