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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,196 | $99,652-78.7% | $78,778-73.1% | $147,586-85.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 26.84% | 47.28%-20.4pp | 35.62%-8.8pp | 578.59%-551.8pp |
| Employer contribution / active EE | $1,880 | $2,796-32.8% | $1,986-5.3% | $4,876-61.5% |
| Participant deferral / active EE | $6,130 | $3,664+67.3% | $2,958+107.2% | $5,439+12.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |