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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,898 | $99,652-57.0% | $78,778-45.5% | $147,586-70.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.81% | 47.28%-38.5pp | 35.62%-26.8pp | 578.59%-569.8pp |
| Employer contribution / active EE | $4,557 | $2,796+63.0% | $1,986+129.5% | $4,876-6.5% |
| Participant deferral / active EE | $2,138 | $3,664-41.6% | $2,958-27.7% | $5,439-60.7% |
| Admin fee / account holder | $257 | $7,155-96.4% | $5,134-95.0% | $10,886-97.6% |