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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,427 | $110,551-77.0% | $80,741-68.5% | $167,536-84.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 27.05% | 120.57%-93.5pp | 87.30%-60.3pp | 478.82%-451.8pp |
| Employer contribution / active EE | $1,513 | $1,543-1.9% | $1,160+30.4% | $4,839-68.7% |
| Participant deferral / active EE | $5,014 | $2,870+74.7% | $2,145+133.7% | $6,342-20.9% |
| Admin fee / account holder | $181 | $4,547-96.0% | $3,380-94.6% | $12,315-98.5% |