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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,150 | $148,582-85.8% | $135,942-84.4% | $139,456-84.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.07% | 79.26%-58.2pp | 68.28%-47.2pp | 373.45%-352.4pp |
| Employer contribution / active EE | $3,000 | $5,245-42.8% | $4,858-38.2% | $4,753-36.9% |
| Participant deferral / active EE | $3,750 | $8,101-53.7% | $7,759-51.7% | $6,711-44.1% |
| Admin fee / account holder | $51 | $12,402-99.6% | $10,764-99.5% | $11,407-99.6% |