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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,739 | $90,606-47.3% | $79,466-39.9% | $135,379-64.7% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | 7.13% | 977.69%-970.6pp | 718.28%-711.1pp | 519.79%-512.7pp |
| Employer contribution / active EE | $1,619 | $3,068-47.2% | $2,800-42.2% | $4,779-66.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $125 | $5,895-97.9% | $5,104-97.6% | $10,828-98.8% |