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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,906 | $106,923-78.6% | $84,023-72.7% | $152,909-85.0% |
| Participation rate | 90.9% | 75.3%+15.7pp | 69.0%+21.9pp | 82.5%+8.5pp |
| Annual return | 21.30% | 105.02%-83.7pp | 71.32%-50.0pp | 345.46%-324.2pp |
| Employer contribution / active EE | $4,614 | $2,735+68.7% | $1,984+132.5% | $4,764-3.2% |
| Participant deferral / active EE | $7,270 | $4,013+81.2% | $3,239+124.4% | $5,851+24.2% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |