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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,221 | $107,368-62.5% | $92,915-56.7% | $152,909-73.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.47% | 145.64%-130.2pp | 109.45%-94.0pp | 345.46%-330.0pp |
| Employer contribution / active EE | $1,933 | $4,222-54.2% | $3,653-47.1% | $4,764-59.4% |
| Participant deferral / active EE | $9,780 | $4,848+101.7% | $4,238+130.8% | $5,851+67.1% |
| Admin fee / account holder | $15 | $7,082-99.8% | $5,796-99.7% | $11,601-99.9% |