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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,427 | $107,368-67.9% | $92,915-62.9% | $152,909-77.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.04% | 145.64%-129.6pp | 109.45%-93.4pp | 345.46%-329.4pp |
| Employer contribution / active EE | $5,932 | $4,222+40.5% | $3,653+62.4% | $4,764+24.5% |
| Participant deferral / active EE | $2,887 | $4,848-40.4% | $4,238-31.9% | $5,851-50.7% |
| Admin fee / account holder | $58 | $7,082-99.2% | $5,796-99.0% | $11,601-99.5% |