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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,198 | $118,877-81.3% | $96,570-77.0% | $167,536-86.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.54% | 50.50%-31.0pp | 37.79%-18.3pp | 478.82%-459.3pp |
| Employer contribution / active EE | $4,952 | $3,121+58.7% | $2,357+110.1% | $4,839+2.3% |
| Participant deferral / active EE | $12,351 | $4,617+167.5% | $3,849+220.8% | $6,342+94.7% |
| Admin fee / account holder | $118 | $8,069-98.5% | $6,182-98.1% | $12,315-99.0% |