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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,325 | $115,814-75.5% | $101,275-72.0% | $158,982-82.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.08% | 56.16%-36.1pp | 46.48%-26.4pp | 302.99%-282.9pp |
| Employer contribution / active EE | $3,492 | $4,176-16.4% | $3,660-4.6% | $4,763-26.7% |
| Participant deferral / active EE | $15,681 | $4,958+216.3% | $4,371+258.8% | $5,983+162.1% |
| Admin fee / account holder | $140 | $7,249-98.1% | $5,948-97.6% | $11,252-98.8% |