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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,146 | $58,311-17.4% | $81,882-41.2% | $80,959-40.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 16.39% | 41.85%-25.5pp | 779.47%-763.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $2,877 | $2,347+22.6% | $2,916-1.3% | $2,757+4.4% |
| Participant deferral / active EE | $5,979 | $3,287+81.9% | $4,323+38.3% | $4,300+39.0% |
| Admin fee / account holder | $171 | $4,752-96.4% | $7,360-97.7% | $6,925-97.5% |