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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,627 | $176,402-83.2% | $134,162-77.9% | $158,966-81.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.93% | 63.66%-45.7pp | 36.35%-18.4pp | 302.95%-285.0pp |
| Employer contribution / active EE | $10,990 | $5,042+118.0% | $3,705+196.6% | $4,762+130.8% |
| Participant deferral / active EE | $6,121 | $4,093+49.6% | $3,500+74.9% | $5,983+2.3% |
| Admin fee / account holder | $51 | $8,719-99.4% | $6,685-99.2% | $11,250-99.5% |