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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,741 | $106,918-72.2% | $84,021-64.6% | $152,897-80.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.24% | 105.01%-80.8pp | 71.32%-47.1pp | 345.43%-321.2pp |
| Employer contribution / active EE | $1,289 | $2,735-52.9% | $1,984-35.0% | $4,764-72.9% |
| Participant deferral / active EE | $5,931 | $4,012+47.8% | $3,239+83.1% | $5,851+1.4% |
| Admin fee / account holder | $294 | $8,288-96.5% | $6,102-95.2% | $11,599-97.5% |