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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,839 | $108,897-63.4% | $100,378-60.3% | $145,877-72.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.78% | 58.17%-44.4pp | 49.41%-35.6pp | 551.28%-537.5pp |
| Employer contribution / active EE | $4,678 | $4,420+5.8% | $3,942+18.7% | $4,663+0.3% |
| Participant deferral / active EE | $5,544 | $8,455-34.4% | $8,087-31.4% | $6,691-17.1% |
| Admin fee / account holder | $215 | $9,690-97.8% | $7,899-97.3% | $13,402-98.4% |