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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,927 | $100,262-61.2% | $81,370-52.2% | $145,897-73.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.07% | 34.52%-13.4pp | 24.85%-3.8pp | 552.29%-531.2pp |
| Employer contribution / active EE | $6,675 | $2,979+124.1% | $2,464+170.9% | $4,663+43.2% |
| Participant deferral / active EE | $19,392 | $4,612+320.5% | $3,885+399.1% | $6,689+189.9% |
| Admin fee / account holder | $82 | $8,163-99.0% | $5,749-98.6% | $13,390-99.4% |