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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,377 | $101,063-72.9% | $81,473-66.4% | $147,586-81.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 23.15% | 32.41%-9.3pp | 38.78%-15.6pp | 578.59%-555.4pp |
| Employer contribution / active EE | $6,791 | $3,206+111.9% | $2,568+164.5% | $4,876+39.3% |
| Participant deferral / active EE | $5,552 | $4,242+30.9% | $3,537+57.0% | $5,439+2.1% |
| Admin fee / account holder | $43 | $5,812-99.3% | $4,561-99.1% | $10,886-99.6% |