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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,567 | $176,402-73.6% | $134,162-65.3% | $158,982-70.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.00% | 63.66%-47.7pp | 36.35%-20.3pp | 302.99%-287.0pp |
| Employer contribution / active EE | $2,561 | $5,042-49.2% | $3,705-30.9% | $4,763-46.2% |
| Participant deferral / active EE | $4,678 | $4,093+14.3% | $3,500+33.7% | $5,983-21.8% |
| Admin fee / account holder | $28 | $8,719-99.7% | $6,685-99.6% | $11,252-99.7% |