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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,827 | $101,591-56.9% | $147,096-70.2% | $74,429-41.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.80% | 8746.45%-8730.7pp | 419.75%-403.9pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $4,519 | $3,813+18.5% | $4,936-8.4% | $2,625+72.2% |
| Participant deferral / active EE | $9,431 | $7,302+29.2% | $8,071+16.9% | $4,348+116.9% |
| Admin fee / account holder | $30 | $1,750-98.3% | $13,005-99.8% | $1,944-98.5% |