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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,990 | $99,995-91.0% | $85,063-89.4% | $145,978-93.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.65% | 83.99%-65.3pp | 66.54%-47.9pp | 550.52%-531.9pp |
| Employer contribution / active EE | $2,303 | $3,231-28.7% | $2,727-15.6% | $4,662-50.6% |
| Participant deferral / active EE | $3,402 | $5,295-35.8% | $4,523-24.8% | $6,690-49.1% |
| Admin fee / account holder | $77 | $7,255-98.9% | $6,155-98.8% | $13,400-99.4% |