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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,149 | $118,875-67.9% | $96,572-60.5% | $167,553-77.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.41% | 50.50%-40.1pp | 37.79%-27.4pp | 478.89%-468.5pp |
| Employer contribution / active EE | $3,657 | $3,121+17.2% | $2,357+55.1% | $4,840-24.4% |
| Participant deferral / active EE | $3,661 | $4,617-20.7% | $3,850-4.9% | $6,343-42.3% |
| Admin fee / account holder | $120 | $8,070-98.5% | $6,183-98.1% | $12,316-99.0% |