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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,936 | $115,810-80.2% | $101,271-77.4% | $158,966-85.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.16% | 56.15%-36.0pp | 46.48%-26.3pp | 302.95%-282.8pp |
| Employer contribution / active EE | $3,297 | $4,175-21.1% | $3,660-9.9% | $4,762-30.8% |
| Participant deferral / active EE | $7,266 | $4,958+46.5% | $4,371+66.2% | $5,983+21.4% |
| Admin fee / account holder | $118 | $7,248-98.4% | $5,948-98.0% | $11,250-98.9% |