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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,872 | $53,128-62.6% | $86,581-77.0% | $70,124-71.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 27.90% | 27.66%+0.2pp | 965.06%-937.2pp | 73.14%-45.2pp |
| Employer contribution / active EE | $5,317 | $2,068+157.1% | $2,840+87.3% | $2,342+127.0% |
| Participant deferral / active EE | $4,476 | $2,695+66.1% | $3,609+24.0% | $3,332+34.4% |
| Admin fee / account holder | $266 | $3,584-92.6% | $4,904-94.6% | $4,645-94.3% |