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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,033 | $110,551-68.3% | $80,741-56.6% | $167,518-79.1% |
| Participation rate | 75.0% | 64.0%+11.0pp | 54.2%+20.8pp | 82.1%-7.1pp |
| Annual return | 14.50% | 120.57%-106.1pp | 87.30%-72.8pp | 478.71%-464.2pp |
| Employer contribution / active EE | $1,332 | $1,543-13.7% | $1,160+14.8% | $4,838-72.5% |
| Participant deferral / active EE | $7,367 | $2,870+156.6% | $2,145+243.4% | $6,342+16.2% |
| Admin fee / account holder | $20 | $4,547-99.6% | $3,380-99.4% | $12,312-99.8% |