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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,104 | $107,030-56.0% | $73,550-36.0% | $147,586-68.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 18.71% | 38.25%-19.5pp | -15.16%+33.9pp | 578.59%-559.9pp |
| Employer contribution / active EE | $3,026 | $1,760+71.9% | $1,219+148.2% | $4,876-37.9% |
| Participant deferral / active EE | $7,700 | $2,458+213.2% | $1,804+326.8% | $5,439+41.6% |
| Admin fee / account holder | $245 | $3,055-92.0% | $2,320-89.4% | $10,886-97.8% |