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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,911 | $100,073-81.1% | $85,126-77.8% | $145,877-87.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.33% | 84.11%-71.8pp | 66.63%-54.3pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,674 | $3,236+13.5% | $2,731+34.5% | $4,663-21.2% |
| Participant deferral / active EE | $3,855 | $5,294-27.2% | $4,523-14.8% | $6,691-42.4% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |