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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,418 | $106,923-52.8% | $84,023-40.0% | $152,909-67.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 30.65% | 105.02%-74.4pp | 71.32%-40.7pp | 345.46%-314.8pp |
| Employer contribution / active EE | $1,200 | $2,735-56.1% | $1,984-39.5% | $4,764-74.8% |
| Participant deferral / active EE | $19,000 | $4,013+373.5% | $3,239+486.6% | $5,851+224.7% |
| Admin fee / account holder | $20 | $8,289-99.8% | $6,102-99.7% | $11,601-99.8% |