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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,257 | $63,346-28.6% | $92,240-50.9% | $70,126-35.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.66% | 530.19%-513.5pp | 176.29%-159.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $1,795 | $2,471-27.4% | $3,680-51.2% | $2,343-23.4% |
| Participant deferral / active EE | $3,187 | $2,854+11.7% | $3,897-18.2% | $3,332-4.4% |
| Admin fee / account holder | $280 | $3,841-92.7% | $5,194-94.6% | $4,645-94.0% |