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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,634 | $67,823-66.6% | $52,425-56.8% | $137,256-83.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 39.11% | 219.11%-180.0pp | 302.12%-263.0pp | 220.34%-181.2pp |
| Employer contribution / active EE | $638 | $1,163-45.2% | $914-30.3% | $4,156-84.7% |
| Participant deferral / active EE | $13,688 | $2,288+498.2% | $1,790+664.5% | $6,407+113.6% |
| Admin fee / account holder | $69 | $2,844-97.6% | $2,495-97.2% | $12,270-99.4% |