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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,681 | $103,000-69.2% | $90,300-64.9% | $152,885-79.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 31.03% | 95.19%-64.2pp | 78.11%-47.1pp | 345.39%-314.4pp |
| Employer contribution / active EE | $3,697 | $3,138+17.8% | $2,854+29.5% | $4,763-22.4% |
| Participant deferral / active EE | $10,787 | $4,281+152.0% | $3,884+177.7% | $5,851+84.4% |
| Admin fee / account holder | $244 | $6,173-96.1% | $5,353-95.5% | $11,598-97.9% |