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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,064 | $115,814-82.7% | $101,275-80.2% | $158,982-87.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.11% | 56.16%-37.0pp | 46.48%-27.4pp | 302.99%-283.9pp |
| Employer contribution / active EE | $20,552 | $4,176+392.2% | $3,660+461.5% | $4,763+331.5% |
| Participant deferral / active EE | $3,462 | $4,958-30.2% | $4,371-20.8% | $5,983-42.1% |
| Admin fee / account holder | $99 | $7,249-98.6% | $5,948-98.3% | $11,252-99.1% |