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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,911 | $99,921-81.1% | $85,009-77.8% | $145,959-87.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.33% | 83.89%-71.6pp | 66.47%-54.1pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,674 | $3,233+13.7% | $2,728+34.7% | $4,661-21.2% |
| Participant deferral / active EE | $3,855 | $5,293-27.2% | $4,522-14.8% | $6,689-42.4% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |