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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,681 | $81,664-73.5% | $70,476-69.2% | $158,966-86.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.62% | 208.59%-188.0pp | 109.12%-88.5pp | 302.95%-282.3pp |
| Employer contribution / active EE | $1,849 | $3,219-42.6% | $2,738-32.5% | $4,762-61.2% |
| Participant deferral / active EE | $3,417 | $4,556-25.0% | $3,710-7.9% | $5,983-42.9% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |