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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,609 | $73,988-55.9% | $96,538-66.2% | $75,177-56.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 102.33% | 26.73%+75.6pp | 35.74%+66.6pp | 160.75%-58.4pp |
| Employer contribution / active EE | $9,179 | $2,930+213.2% | $3,740+145.4% | $2,671+243.6% |
| Participant deferral / active EE | $3,691 | $3,660+0.8% | $4,880-24.4% | $4,126-10.6% |
| Admin fee / account holder | $110 | $5,220-97.9% | $6,737-98.4% | $5,651-98.1% |