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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,911 | $100,203-81.1% | $85,240-77.8% | $145,897-87.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.33% | 84.28%-72.0pp | 66.75%-54.4pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,674 | $3,242+13.3% | $2,735+34.3% | $4,663-21.2% |
| Participant deferral / active EE | $3,855 | $5,299-27.3% | $4,527-14.9% | $6,689-42.4% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |