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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,390 | $108,922-51.9% | $100,398-47.8% | $145,978-64.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 47.09% | 58.04%-11.0pp | 49.32%-2.2pp | 550.52%-503.4pp |
| Employer contribution / active EE | $3,456 | $4,426-21.9% | $3,946-12.4% | $4,662-25.9% |
| Participant deferral / active EE | $13,351 | $8,450+58.0% | $8,084+65.2% | $6,690+99.6% |
| Admin fee / account holder | $175 | $9,680-98.2% | $7,893-97.8% | $13,400-98.7% |