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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,597 | $95,383-76.3% | $185,837-87.8% | $85,856-73.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.52% | 23.59%-8.1pp | 122.08%-106.6pp | 318.58%-303.1pp |
| Employer contribution / active EE | $7,441 | $3,313+124.6% | $5,168+44.0% | $2,565+190.1% |
| Participant deferral / active EE | $3,859 | $3,423+12.7% | $5,568-30.7% | $3,952-2.3% |
| Admin fee / account holder | $125 | $7,213-98.3% | $16,241-99.2% | $6,261-98.0% |