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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,948 | $99,652-72.0% | $78,778-64.5% | $147,586-81.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.44% | 47.28%-31.8pp | 35.62%-20.2pp | 578.59%-563.2pp |
| Employer contribution / active EE | $3,960 | $2,796+41.6% | $1,986+99.4% | $4,876-18.8% |
| Participant deferral / active EE | $7,382 | $3,664+101.5% | $2,958+149.5% | $5,439+35.7% |
| Admin fee / account holder | $22 | $7,155-99.7% | $5,134-99.6% | $10,886-99.8% |