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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,745 | $65,566-65.3% | $86,235-73.6% | $75,177-69.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 24.33% | 46.07%-21.7pp | 1170.03%-1145.7pp | 160.75%-136.4pp |
| Employer contribution / active EE | $5,014 | $1,553+222.8% | $2,381+110.6% | $2,671+87.7% |
| Participant deferral / active EE | $4,512 | $3,023+49.2% | $3,987+13.2% | $4,126+9.3% |
| Admin fee / account holder | $243 | $5,470-95.6% | $6,856-96.5% | $5,651-95.7% |