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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,827 | $101,672-56.9% | $147,117-70.2% | $74,478-41.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.80% | 8757.83%-8742.0pp | 420.54%-404.7pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $4,519 | $3,813+18.5% | $4,932-8.4% | $2,626+72.1% |
| Participant deferral / active EE | $9,431 | $7,305+29.1% | $8,065+16.9% | $4,350+116.8% |
| Admin fee / account holder | $30 | $1,753-98.3% | $12,993-99.8% | $1,946-98.5% |