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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,663 | $176,402-75.8% | $134,162-68.2% | $158,982-73.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 19.86% | 63.66%-43.8pp | 36.35%-16.5pp | 302.99%-283.1pp |
| Employer contribution / active EE | $1,182 | $5,042-76.6% | $3,705-68.1% | $4,763-75.2% |
| Participant deferral / active EE | $5,201 | $4,093+27.1% | $3,500+48.6% | $5,983-13.1% |
| Admin fee / account holder | $9 | $8,719-99.9% | $6,685-99.9% | $11,252-99.9% |