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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,249 | $77,908-49.6% | $149,696-73.8% | $75,173-47.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.39% | 31.73%-13.3pp | 134.46%-116.1pp | 160.72%-142.3pp |
| Employer contribution / active EE | $8,331 | $3,138+165.5% | $4,821+72.8% | $2,671+211.9% |
| Participant deferral / active EE | $6,818 | $3,411+99.9% | $5,682+20.0% | $4,126+65.2% |
| Admin fee / account holder | $233 | $5,950-96.1% | $13,212-98.2% | $5,651-95.9% |