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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,800 | $102,638-71.9% | $81,982-64.9% | $158,982-81.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 17.60% | 61.05%-43.5pp | 41.31%-23.7pp | 302.99%-285.4pp |
| Employer contribution / active EE | $11,681 | $3,241+260.4% | $2,498+367.5% | $4,763+145.2% |
| Participant deferral / active EE | $4,074 | $4,649-12.4% | $3,722+9.4% | $5,983-31.9% |
| Admin fee / account holder | $93 | $8,237-98.9% | $5,665-98.4% | $11,252-99.2% |