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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,707 | $111,535-82.3% | $105,223-81.3% | $137,256-85.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.82% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,597 | $3,939-34.1% | $3,689-29.6% | $4,156-37.5% |
| Participant deferral / active EE | $9,741 | $5,500+77.1% | $5,072+92.1% | $6,407+52.0% |
| Admin fee / account holder | $23 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |