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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,267 | $89,367-72.8% | $141,191-82.8% | $72,975-66.7% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 31.96% | 111.87%-79.9pp | 71.41%-39.4pp | 81.01%-49.1pp |
| Employer contribution / active EE | $6,198 | $3,115+99.0% | $4,736+30.9% | $2,440+154.0% |
| Participant deferral / active EE | $7,452 | $5,419+37.5% | $6,710+11.1% | $3,608+106.5% |
| Admin fee / account holder | $33 | $5,957-99.4% | $10,264-99.7% | $5,124-99.3% |