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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,886 | $95,415-42.5% | $185,851-70.5% | $85,851-36.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.10% | 23.59%-10.5pp | 122.11%-109.0pp | 318.63%-305.5pp |
| Employer contribution / active EE | $4,340 | $3,314+31.0% | $5,168-16.0% | $2,565+69.2% |
| Participant deferral / active EE | $5,460 | $3,424+59.5% | $5,569-1.9% | $3,952+38.1% |
| Admin fee / account holder | $220 | $7,215-97.0% | $16,245-98.6% | $6,261-96.5% |