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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,091 | $95,406-73.7% | $185,849-86.5% | $85,847-70.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.30% | 23.59%-10.3pp | 122.10%-108.8pp | 318.61%-305.3pp |
| Employer contribution / active EE | $5,837 | $3,314+76.1% | $5,169+12.9% | $2,565+127.5% |
| Participant deferral / active EE | $4,178 | $3,424+22.0% | $5,569-25.0% | $3,952+5.7% |
| Admin fee / account holder | $202 | $7,214-97.2% | $16,244-98.8% | $6,261-96.8% |