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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,644 | $108,942-87.5% | $100,415-86.4% | $145,897-90.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.77% | 58.27%-39.5pp | 49.47%-30.7pp | 552.29%-533.5pp |
| Employer contribution / active EE | $2,062 | $4,422-53.4% | $3,943-47.7% | $4,663-55.8% |
| Participant deferral / active EE | $8,730 | $8,461+3.2% | $8,091+7.9% | $6,689+30.5% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |