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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,071 | $85,766-54.4% | $136,298-71.3% | $70,126-44.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.19% | 31.46%-9.3pp | 5156.27%-5134.1pp | 73.15%-51.0pp |
| Employer contribution / active EE | $3,250 | $2,966+9.6% | $4,696-30.8% | $2,343+38.8% |
| Participant deferral / active EE | $6,616 | $5,051+31.0% | $6,247+5.9% | $3,332+98.6% |
| Admin fee / account holder | $103 | $5,421-98.1% | $9,244-98.9% | $4,645-97.8% |