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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,099 | $108,911-75.1% | $100,392-73.0% | $145,884-81.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.36% | 58.23%-31.9pp | 49.45%-23.1pp | 551.85%-525.5pp |
| Employer contribution / active EE | $8,388 | $4,420+89.8% | $3,941+112.8% | $4,662+79.9% |
| Participant deferral / active EE | $11,564 | $8,459+36.7% | $8,090+43.0% | $6,690+72.9% |
| Admin fee / account holder | $38 | $9,698-99.6% | $7,904-99.5% | $13,392-99.7% |