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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,584 | $123,854-86.6% | $69,623-76.2% | $145,884-88.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 10.51% | 192.35%-181.8pp | 101.23%-90.7pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,599 | $2,673-2.8% | $1,709+52.1% | $4,662-44.2% |
| Participant deferral / active EE | $3,798 | $4,242-10.5% | $2,890+31.4% | $6,690-43.2% |
| Admin fee / account holder | $146 | $7,822-98.1% | $4,696-96.9% | $13,392-98.9% |