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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,891 | $99,995-71.1% | $85,063-66.0% | $145,978-80.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 19.53% | 83.99%-64.5pp | 66.54%-47.0pp | 550.52%-531.0pp |
| Employer contribution / active EE | $3,764 | $3,231+16.5% | $2,727+38.0% | $4,662-19.3% |
| Participant deferral / active EE | $11,442 | $5,295+116.1% | $4,523+153.0% | $6,690+71.0% |
| Admin fee / account holder | $153 | $7,255-97.9% | $6,155-97.5% | $13,400-98.9% |