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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,617 | $100,139-61.4% | $85,187-54.7% | $145,884-73.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 32.99% | 84.15%-51.2pp | 66.67%-33.7pp | 551.85%-518.9pp |
| Employer contribution / active EE | $1,588 | $3,238-51.0% | $2,732-41.9% | $4,662-65.9% |
| Participant deferral / active EE | $10,677 | $5,296+101.6% | $4,525+136.0% | $6,690+59.6% |
| Admin fee / account holder | $63 | $7,262-99.1% | $6,162-99.0% | $13,392-99.5% |