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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,042 | $116,203-60.4% | $93,621-50.8% | $152,909-69.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.72% | 35.96%-15.2pp | 32.76%-12.0pp | 345.46%-324.7pp |
| Employer contribution / active EE | $7,414 | $3,219+130.3% | $2,719+172.7% | $4,764+55.6% |
| Participant deferral / active EE | $2,288 | $4,605-50.3% | $4,070-43.8% | $5,851-60.9% |
| Admin fee / account holder | $50 | $10,751-99.5% | $7,890-99.4% | $11,601-99.6% |