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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,347 | $93,346-72.8% | $71,796-64.7% | $273,972-90.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.39% | 130.39%-122.0pp | 78.04%-69.7pp | 41.46%-33.1pp |
| Employer contribution / active EE | $4,307 | $2,733+57.6% | $1,924+123.8% | $4,869-11.5% |
| Participant deferral / active EE | $7,796 | $3,475+124.3% | $2,794+179.0% | $5,287+47.4% |
| Admin fee / account holder | $18 | $6,571-99.7% | $4,815-99.6% | $10,133-99.8% |