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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,414 | $103,008-84.1% | $90,304-81.8% | $152,897-89.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 44.18% | 95.22%-51.0pp | 78.13%-33.9pp | 345.43%-301.2pp |
| Employer contribution / active EE | $2,698 | $3,139-14.1% | $2,855-5.5% | $4,764-43.4% |
| Participant deferral / active EE | $7,071 | $4,281+65.1% | $3,885+82.0% | $5,851+20.8% |
| Admin fee / account holder | $55 | $6,175-99.1% | $5,354-99.0% | $11,599-99.5% |