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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,628 | $102,638-82.8% | $81,982-78.5% | $158,982-88.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 17.88% | 61.05%-43.2pp | 41.31%-23.4pp | 302.99%-285.1pp |
| Employer contribution / active EE | $2,172 | $3,241-33.0% | $2,498-13.0% | $4,763-54.4% |
| Participant deferral / active EE | $1,480 | $4,649-68.2% | $3,722-60.3% | $5,983-75.3% |
| Admin fee / account holder | $204 | $8,237-97.5% | $5,665-96.4% | $11,252-98.2% |