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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,052 | $110,629-62.0% | $80,784-47.9% | $167,553-74.9% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 11.72% | 120.58%-108.9pp | 87.31%-75.6pp | 478.89%-467.2pp |
| Employer contribution / active EE | $1,603 | $1,543+3.9% | $1,160+38.2% | $4,840-66.9% |
| Participant deferral / active EE | $4,748 | $2,871+65.4% | $2,145+121.3% | $6,343-25.1% |
| Admin fee / account holder | $8 | $4,547-99.8% | $3,380-99.8% | $12,316-99.9% |