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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,895 | $100,139-80.1% | $85,187-76.6% | $145,884-86.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.58% | 84.15%-67.6pp | 66.67%-50.1pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,880 | $3,238-11.1% | $2,732+5.4% | $4,662-38.2% |
| Participant deferral / active EE | $3,760 | $5,296-29.0% | $4,525-16.9% | $6,690-43.8% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |