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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,948 | $118,877-84.9% | $96,570-81.4% | $167,536-89.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 9.25% | 50.50%-41.3pp | 37.79%-28.5pp | 478.82%-469.6pp |
| Employer contribution / active EE | $6,250 | $3,121+100.3% | $2,357+165.2% | $4,839+29.2% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $128 | $8,069-98.4% | $6,182-97.9% | $12,315-99.0% |