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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,122 | $99,652-78.8% | $78,778-73.2% | $147,586-85.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.87% | 47.28%-28.4pp | 35.62%-16.8pp | 578.59%-559.7pp |
| Employer contribution / active EE | $5,796 | $2,796+107.3% | $1,986+191.9% | $4,876+18.9% |
| Participant deferral / active EE | $3,268 | $3,664-10.8% | $2,958+10.5% | $5,439-39.9% |
| Admin fee / account holder | $163 | $7,155-97.7% | $5,134-96.8% | $10,886-98.5% |