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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,615 | $64,729-60.4% | $112,263-77.2% | $68,490-62.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 924.82% | -11.40%+936.2pp | 27.49%+897.3pp | -7.85%+932.7pp |
| Employer contribution / active EE | $6,900 | $2,746+151.3% | $3,636+89.8% | $2,597+165.7% |
| Participant deferral / active EE | $3,768 | $3,566+5.7% | $4,729-20.3% | $4,028-6.5% |
| Admin fee / account holder | $158 | $5,222-97.0% | $6,410-97.5% | $5,403-97.1% |