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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,881 | $91,179-70.5% | $178,499-84.9% | $79,852-66.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.91% | 24.19%-3.3pp | 151.10%-130.2pp | 31.72%-10.8pp |
| Employer contribution / active EE | $7,460 | $3,256+129.1% | $5,011+48.9% | $2,471+201.9% |
| Participant deferral / active EE | $2,234 | $3,236-30.9% | $5,202-57.0% | $3,740-40.3% |
| Admin fee / account holder | $90 | $6,749-98.7% | $13,986-99.4% | $5,306-98.3% |