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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,338 | $176,402-69.2% | $134,162-59.5% | $158,966-65.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 17.30% | 63.66%-46.4pp | 36.35%-19.0pp | 302.95%-285.6pp |
| Employer contribution / active EE | $1,068 | $5,042-78.8% | $3,705-71.2% | $4,762-77.6% |
| Participant deferral / active EE | $1,272 | $4,093-68.9% | $3,500-63.7% | $5,983-78.7% |
| Admin fee / account holder | $244 | $8,719-97.2% | $6,685-96.3% | $11,250-97.8% |