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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,716 | $108,882-88.3% | $96,754-86.9% | $154,746-91.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.80% | 98.39%-76.6pp | 82.04%-60.2pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,367 | $3,018-21.6% | $2,679-11.7% | $4,379-45.9% |
| Participant deferral / active EE | $3,137 | $5,323-41.1% | $4,758-34.1% | $6,730-53.4% |
| Admin fee / account holder | $111 | $10,200-98.9% | $8,905-98.8% | $14,365-99.2% |