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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,401 | $59,006-55.3% | $97,295-72.9% | $74,478-64.6% |
| Participation rate | 99.1% | 63.7%+35.4pp | 72.7%+26.4pp | 67.2%+31.9pp |
| Annual return | 14.22% | 16.04%-1.8pp | 75.62%-61.4pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $3,936 | $1,894+107.8% | $2,723+44.5% | $2,626+49.9% |
| Participant deferral / active EE | $3,201 | $3,671-12.8% | $4,264-24.9% | $4,350-26.4% |
| Admin fee / account holder | $4 | $1,974-99.8% | $5,646-99.9% | $1,946-99.8% |