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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,353 | $82,314-69.2% | $68,808-63.2% | $134,532-81.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 37.30% | -2.18%+39.5pp | -6.37%+43.7pp | 418.27%-381.0pp |
| Employer contribution / active EE | $11,014 | $3,301+233.6% | $2,656+314.7% | $4,741+132.3% |
| Participant deferral / active EE | $8,634 | $4,740+82.2% | $3,942+119.0% | $6,401+34.9% |
| Admin fee / account holder | $66 | $6,484-99.0% | $4,936-98.7% | $11,429-99.4% |