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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,928 | $39,028-41.3% | $80,741-71.6% | $85,847-73.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 20.35% | 26.31%-6.0pp | 87.30%-67.0pp | 318.61%-298.3pp |
| Employer contribution / active EE | $4,023 | $722+457.1% | $1,160+246.8% | $2,565+56.8% |
| Participant deferral / active EE | $2,671 | $1,326+101.4% | $2,145+24.5% | $3,952-32.4% |
| Admin fee / account holder | $16 | $2,429-99.4% | $3,380-99.5% | $6,261-99.7% |