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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,500 | $102,638-66.4% | $81,991-57.9% | $158,966-78.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 20.02% | 61.05%-41.0pp | 41.31%-21.3pp | 302.95%-282.9pp |
| Employer contribution / active EE | $2,210 | $3,241-31.8% | $2,498-11.5% | $4,762-53.6% |
| Participant deferral / active EE | $3,934 | $4,649-15.4% | $3,722+5.7% | $5,983-34.3% |
| Admin fee / account holder | $4 | $8,237-100.0% | $5,665-99.9% | $11,250-100.0% |