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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,821 | $103,393-77.9% | $87,103-73.8% | $152,909-85.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 55.37% | 28.10%+27.3pp | 28.19%+27.2pp | 345.46%-290.1pp |
| Employer contribution / active EE | $3,497 | $3,221+8.6% | $2,521+38.7% | $4,764-26.6% |
| Participant deferral / active EE | $5,867 | $4,778+22.8% | $4,049+44.9% | $5,851+0.3% |
| Admin fee / account holder | $97 | $12,195-99.2% | $7,491-98.7% | $11,601-99.2% |