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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,965 | $99,652-72.9% | $78,778-65.8% | $147,585-81.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 20.86% | 47.28%-26.4pp | 35.62%-14.8pp | 578.58%-557.7pp |
| Employer contribution / active EE | $3,244 | $2,796+16.0% | $1,986+63.4% | $4,876-33.5% |
| Participant deferral / active EE | $4,419 | $3,664+20.6% | $2,958+49.4% | $5,439-18.7% |
| Admin fee / account holder | $82 | $7,155-98.8% | $5,134-98.4% | $10,886-99.2% |