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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,135 | $112,915-54.7% | $90,965-43.8% | $158,950-67.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.69% | 215.75%-205.1pp | 134.57%-123.9pp | 302.91%-292.2pp |
| Employer contribution / active EE | $1,750 | $2,894-39.5% | $2,122-17.5% | $4,762-63.2% |
| Participant deferral / active EE | $4,174 | $4,128+1.1% | $3,373+23.7% | $5,983-30.2% |
| Admin fee / account holder | $237 | $8,044-97.1% | $5,960-96.0% | $11,248-97.9% |