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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,966 | $103,392-58.4% | $87,104-50.7% | $152,897-71.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.39% | 28.10%-7.7pp | 28.19%-7.8pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,415 | $3,221-56.1% | $2,521-43.9% | $4,764-70.3% |
| Participant deferral / active EE | $9,071 | $4,778+89.8% | $4,048+124.1% | $5,851+55.0% |
| Admin fee / account holder | $4 | $12,194-100.0% | $7,491-99.9% | $11,599-100.0% |