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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,834 | $105,158-57.4% | $94,672-52.6% | $139,487-67.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.47% | 38.11%-24.6pp | 156.89%-143.4pp | 373.84%-360.4pp |
| Employer contribution / active EE | $9,384 | $4,107+128.5% | $3,673+155.5% | $4,755+97.4% |
| Participant deferral / active EE | $2,534 | $7,599-66.6% | $7,417-65.8% | $6,713-62.2% |
| Admin fee / account holder | $4 | $8,972-100.0% | $7,222-99.9% | $11,407-100.0% |