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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,316 | $154,754-76.5% | $124,206-70.8% | $138,895-73.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 24.46% | 709.28%-684.8pp | 515.27%-490.8pp | 145.39%-120.9pp |
| Employer contribution / active EE | $1,863 | $4,446-58.1% | $3,540-47.4% | $4,194-55.6% |
| Participant deferral / active EE | $9,600 | $4,621+107.7% | $3,968+142.0% | $6,396+50.1% |
| Admin fee / account holder | $149 | $6,690-97.8% | $5,929-97.5% | $12,562-98.8% |