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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,758 | $89,370-70.1% | $141,197-81.0% | $72,976-63.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 58.37% | 111.88%-53.5pp | 71.41%-13.0pp | 81.02%-22.6pp |
| Employer contribution / active EE | $5,086 | $3,115+63.3% | $4,736+7.4% | $2,440+108.5% |
| Participant deferral / active EE | $9,885 | $5,419+82.4% | $6,710+47.3% | $3,608+174.0% |
| Admin fee / account holder | $30 | $5,957-99.5% | $10,265-99.7% | $5,124-99.4% |