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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,916 | $118,877-60.5% | $96,570-51.4% | $167,536-72.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.97% | 50.50%-36.5pp | 37.79%-23.8pp | 478.82%-464.8pp |
| Employer contribution / active EE | $2,513 | $3,121-19.5% | $2,357+6.6% | $4,839-48.1% |
| Participant deferral / active EE | $4,010 | $4,617-13.1% | $3,849+4.2% | $6,342-36.8% |
| Admin fee / account holder | $200 | $8,069-97.5% | $6,182-96.8% | $12,315-98.4% |