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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,221 | $103,038-63.9% | $90,324-58.8% | $152,909-75.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.08% | 95.25%-70.2pp | 78.15%-53.1pp | 345.46%-320.4pp |
| Employer contribution / active EE | $3,333 | $3,141+6.1% | $2,856+16.7% | $4,764-30.0% |
| Participant deferral / active EE | $6,436 | $4,282+50.3% | $3,885+65.6% | $5,851+10.0% |
| Admin fee / account holder | $53 | $6,177-99.2% | $5,356-99.0% | $11,601-99.5% |