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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,768 | $77,920-61.8% | $149,723-80.1% | $75,177-60.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.34% | 31.72%-9.4pp | 134.50%-112.2pp | 160.75%-138.4pp |
| Employer contribution / active EE | $5,952 | $3,138+89.7% | $4,821+23.4% | $2,671+122.8% |
| Participant deferral / active EE | $4,686 | $3,411+37.4% | $5,682-17.5% | $4,126+13.6% |
| Admin fee / account holder | $297 | $5,951-95.0% | $13,215-97.8% | $5,651-94.7% |