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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,988 | $69,248-82.7% | $64,101-81.3% | $139,466-91.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.68% | 45.95%-25.3pp | 33.72%-13.0pp | 373.66%-353.0pp |
| Employer contribution / active EE | $9,238 | $3,185+190.1% | $2,749+236.1% | $4,754+94.3% |
| Participant deferral / active EE | $2,471 | $4,682-47.2% | $3,881-36.3% | $6,712-63.2% |
| Admin fee / account holder | $73 | $4,247-98.3% | $3,070-97.6% | $11,409-99.4% |