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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,791 | $115,810-71.7% | $101,271-67.6% | $158,966-79.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.41% | 56.15%-32.7pp | 46.48%-23.1pp | 302.95%-279.5pp |
| Employer contribution / active EE | $8,333 | $4,175+99.6% | $3,660+127.7% | $4,762+75.0% |
| Participant deferral / active EE | $7,541 | $4,958+52.1% | $4,371+72.5% | $5,983+26.0% |
| Admin fee / account holder | $118 | $7,248-98.4% | $5,948-98.0% | $11,250-98.9% |