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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,478 | $106,923-80.8% | $84,023-75.6% | $152,909-86.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.56% | 105.02%-89.5pp | 71.32%-55.8pp | 345.46%-329.9pp |
| Employer contribution / active EE | $6,049 | $2,735+121.1% | $1,984+204.9% | $4,764+27.0% |
| Participant deferral / active EE | $3,631 | $4,013-9.5% | $3,239+12.1% | $5,851-37.9% |
| Admin fee / account holder | $271 | $8,289-96.7% | $6,102-95.6% | $11,601-97.7% |