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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,118 | $95,415-76.8% | $185,851-88.1% | $85,851-74.2% |
| Participation rate | 96.9% | 68.8%+28.1pp | 81.7%+15.2pp | 69.3%+27.6pp |
| Annual return | 13.48% | 23.59%-10.1pp | 122.11%-108.6pp | 318.63%-305.2pp |
| Employer contribution / active EE | $12,273 | $3,314+270.3% | $5,168+137.5% | $2,565+378.4% |
| Participant deferral / active EE | $2,627 | $3,424-23.3% | $5,569-52.8% | $3,952-33.5% |
| Admin fee / account holder | $106 | $7,215-98.5% | $16,245-99.3% | $6,261-98.3% |