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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,401 | $127,779-80.1% | $106,551-76.2% | $167,518-84.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.24% | 33.87%-18.6pp | 26.80%-11.6pp | 478.71%-463.5pp |
| Employer contribution / active EE | $6,702 | $3,427+95.6% | $2,819+137.7% | $4,838+38.5% |
| Participant deferral / active EE | $3,351 | $5,088-34.1% | $4,398-23.8% | $6,342-47.2% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,408-100.0% | $12,312-100.0% |