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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,496 | $108,942-67.4% | $100,415-64.7% | $145,897-75.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.31% | 58.27%-42.0pp | 49.47%-33.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $1,889 | $4,422-57.3% | $3,943-52.1% | $4,663-59.5% |
| Participant deferral / active EE | $11,501 | $8,461+35.9% | $8,091+42.1% | $6,689+71.9% |
| Admin fee / account holder | $42 | $9,702-99.6% | $7,906-99.5% | $13,390-99.7% |