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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,720 | $103,393-73.2% | $87,103-68.2% | $152,909-81.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.09% | 28.10%-4.0pp | 28.19%-4.1pp | 345.46%-321.4pp |
| Employer contribution / active EE | $5,926 | $3,221+84.0% | $2,521+135.0% | $4,764+24.4% |
| Participant deferral / active EE | $7,553 | $4,778+58.1% | $4,049+86.6% | $5,851+29.1% |
| Admin fee / account holder | $275 | $12,195-97.7% | $7,491-96.3% | $11,601-97.6% |