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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,903 | $81,643-60.9% | $70,462-54.7% | $158,950-79.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.54% | 208.51%-197.0pp | 109.08%-97.5pp | 302.91%-291.4pp |
| Employer contribution / active EE | $1,996 | $3,218-38.0% | $2,737-27.1% | $4,762-58.1% |
| Participant deferral / active EE | $5,756 | $4,555+26.4% | $3,710+55.2% | $5,983-3.8% |
| Admin fee / account holder | $153 | $6,194-97.5% | $3,845-96.0% | $11,248-98.6% |