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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,127 | $105,145-53.3% | $94,664-48.1% | $139,466-64.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.57% | 38.09%-17.5pp | 156.84%-136.3pp | 373.66%-353.1pp |
| Employer contribution / active EE | $3,718 | $4,107-9.5% | $3,673+1.2% | $4,754-21.8% |
| Participant deferral / active EE | $7,108 | $7,599-6.5% | $7,417-4.2% | $6,712+5.9% |
| Admin fee / account holder | $51 | $8,972-99.4% | $7,222-99.3% | $11,409-99.6% |