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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,676 | $49,891-70.6% | $80,607-81.8% | $75,181-80.5% |
| Participation rate | 88.2% | 55.3%+32.9pp | 67.0%+21.2pp | 67.2%+21.0pp |
| Annual return | 15.03% | 34.67%-19.6pp | 936.11%-921.1pp | 160.69%-145.7pp |
| Employer contribution / active EE | $6,117 | $1,698+260.2% | $2,724+124.5% | $2,671+129.1% |
| Participant deferral / active EE | $1,846 | $2,991-38.3% | $4,448-58.5% | $4,126-55.3% |
| Admin fee / account holder | $107 | $3,578-97.0% | $5,379-98.0% | $5,650-98.1% |