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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,593 | $95,979-58.7% | $74,551-46.9% | $135,380-70.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.64% | 56.97%-53.3pp | 32.53%-28.9pp | 519.81%-516.2pp |
| Employer contribution / active EE | $5,661 | $2,716+108.4% | $1,961+188.7% | $4,779+18.5% |
| Participant deferral / active EE | $5,500 | $3,844+43.1% | $3,108+76.9% | $5,609-1.9% |
| Admin fee / account holder | $64 | $6,522-99.0% | $5,059-98.7% | $10,828-99.4% |