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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,772 | $99,652-71.1% | $78,778-63.5% | $147,586-80.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.48% | 47.28%-25.8pp | 35.62%-14.1pp | 578.59%-557.1pp |
| Employer contribution / active EE | $8,867 | $2,796+217.2% | $1,986+346.6% | $4,876+81.8% |
| Participant deferral / active EE | $4,091 | $3,664+11.7% | $2,958+38.3% | $5,439-24.8% |
| Admin fee / account holder | $226 | $7,155-96.8% | $5,134-95.6% | $10,886-97.9% |