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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,508 | $82,674-40.1% | $125,363-60.5% | $68,495-27.7% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | 26.31% | -5.97%+32.3pp | 572.15%-545.8pp | -7.84%+34.2pp |
| Employer contribution / active EE | $3,285 | $3,382-2.9% | $4,815-31.8% | $2,596+26.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $152 | $6,276-97.6% | $10,005-98.5% | $5,403-97.2% |