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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,505 | $96,508-72.5% | $75,901-65.1% | $152,897-82.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 22.52% | 33.99%-11.5pp | 30.76%-8.2pp | 345.43%-322.9pp |
| Employer contribution / active EE | $7,381 | $3,310+123.0% | $2,501+195.1% | $4,764+55.0% |
| Participant deferral / active EE | $6,115 | $4,554+34.3% | $3,603+69.7% | $5,851+4.5% |
| Admin fee / account holder | $288 | $8,081-96.4% | $5,420-94.7% | $11,599-97.5% |