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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,894 | $85,766-55.8% | $136,298-72.2% | $70,126-46.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.77% | 31.46%-9.7pp | 5156.27%-5134.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $3,931 | $2,966+32.5% | $4,696-16.3% | $2,343+67.8% |
| Participant deferral / active EE | $6,287 | $5,051+24.5% | $6,247+0.6% | $3,332+88.7% |
| Admin fee / account holder | $169 | $5,421-96.9% | $9,244-98.2% | $4,645-96.4% |