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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,765 | $108,882-76.3% | $96,754-73.4% | $154,746-83.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 29.55% | 98.39%-68.8pp | 82.04%-52.5pp | 172.34%-142.8pp |
| Employer contribution / active EE | $3,366 | $3,018+11.5% | $2,679+25.6% | $4,379-23.1% |
| Participant deferral / active EE | $14,859 | $5,323+179.2% | $4,758+212.3% | $6,730+120.8% |
| Admin fee / account holder | $230 | $10,200-97.8% | $8,905-97.4% | $14,365-98.4% |