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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,735 | $95,664-43.8% | $76,902-30.1% | $139,487-61.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.80% | 55.03%-40.2pp | 37.91%-23.1pp | 373.84%-359.0pp |
| Employer contribution / active EE | $2,785 | $3,147-11.5% | $2,534+9.9% | $4,755-41.4% |
| Participant deferral / active EE | $7,899 | $4,626+70.8% | $3,833+106.1% | $6,713+17.7% |
| Admin fee / account holder | $268 | $8,311-96.8% | $5,479-95.1% | $11,407-97.7% |