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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,120 | $81,664-36.2% | $70,476-26.0% | $158,966-67.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.12% | 208.59%-189.5pp | 109.12%-90.0pp | 302.95%-283.8pp |
| Employer contribution / active EE | $1,150 | $3,219-64.3% | $2,738-58.0% | $4,762-75.8% |
| Participant deferral / active EE | $6,796 | $4,556+49.2% | $3,710+83.2% | $5,983+13.6% |
| Admin fee / account holder | $17 | $6,197-99.7% | $3,847-99.6% | $11,250-99.9% |