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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,508 | $70,684-34.2% | $169,397-72.5% | $75,177-38.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.2%+22.8pp | 67.2%+32.8pp |
| Annual return | 23.06% | 36.38%-13.3pp | 406.23%-383.2pp | 160.75%-137.7pp |
| Employer contribution / active EE | $6,506 | $2,211+194.2% | $4,013+62.1% | $2,671+143.6% |
| Participant deferral / active EE | $7,852 | $4,310+82.2% | $6,223+26.2% | $4,126+90.3% |
| Admin fee / account holder | $31 | $5,404-99.4% | $9,017-99.7% | $5,651-99.5% |