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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,167 | $127,779-77.2% | $106,551-72.6% | $167,518-82.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.91% | 33.87%-21.0pp | 26.80%-13.9pp | 478.71%-465.8pp |
| Employer contribution / active EE | $4,215 | $3,427+23.0% | $2,819+49.5% | $4,838-12.9% |
| Participant deferral / active EE | $7,251 | $5,088+42.5% | $4,398+64.8% | $6,342+14.3% |
| Admin fee / account holder | $60 | $11,228-99.5% | $7,408-99.2% | $12,312-99.5% |