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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,370 | $56,431-21.4% | $130,788-66.1% | $87,485-49.3% |
| Participation rate | 100.0% | 58.9%+41.1pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 17.45% | 91.27%-73.8pp | 386.44%-369.0pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,817 | $1,549+17.3% | $3,558-48.9% | $2,596-30.0% |
| Participant deferral / active EE | $3,899 | $2,749+41.8% | $4,137-5.8% | $4,274-8.8% |
| Admin fee / account holder | $169 | $4,433-96.2% | $6,673-97.5% | $7,775-97.8% |