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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,005 | $91,167-70.4% | $178,498-84.9% | $79,858-66.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.72% | 24.19%-4.5pp | 151.09%-131.4pp | 31.72%-12.0pp |
| Employer contribution / active EE | $6,236 | $3,255+91.6% | $5,011+24.4% | $2,471+152.4% |
| Participant deferral / active EE | $3,294 | $3,236+1.8% | $5,202-36.7% | $3,740-11.9% |
| Admin fee / account holder | $215 | $6,747-96.8% | $13,985-98.5% | $5,306-96.0% |