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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,779 | $108,695-59.7% | $74,722-41.4% | $152,897-71.4% |
| Participation rate | 71.4% | 65.4%+6.1pp | 54.5%+17.0pp | 82.5%-11.0pp |
| Annual return | 9.10% | 114.11%-105.0pp | 753.11%-744.0pp | 345.43%-336.3pp |
| Employer contribution / active EE | $7,691 | $1,504+411.3% | $1,084+609.4% | $4,764+61.5% |
| Participant deferral / active EE | $1,477 | $2,712-45.5% | $1,963-24.7% | $5,851-74.7% |
| Admin fee / account holder | $67 | $4,906-98.6% | $3,335-98.0% | $11,599-99.4% |