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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,499 | $115,814-80.6% | $101,275-77.8% | $158,982-85.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 27.84% | 56.16%-28.3pp | 46.48%-18.6pp | 302.99%-275.1pp |
| Employer contribution / active EE | $2,533 | $4,176-39.3% | $3,660-30.8% | $4,763-46.8% |
| Participant deferral / active EE | $7,464 | $4,958+50.5% | $4,371+70.8% | $5,983+24.7% |
| Admin fee / account holder | $162 | $7,249-97.8% | $5,948-97.3% | $11,252-98.6% |