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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,105 | $69,248-52.2% | $64,101-48.4% | $139,466-76.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.43% | 45.95%-21.5pp | 33.72%-9.3pp | 373.66%-349.2pp |
| Employer contribution / active EE | $11,097 | $3,185+248.4% | $2,749+303.7% | $4,754+133.4% |
| Participant deferral / active EE | $12,579 | $4,682+168.6% | $3,881+224.1% | $6,712+87.4% |
| Admin fee / account holder | $120 | $4,247-97.2% | $3,070-96.1% | $11,409-98.9% |