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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,546 | $77,908-44.1% | $149,696-70.9% | $75,173-42.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 25.33% | 31.73%-6.4pp | 134.46%-109.1pp | 160.72%-135.4pp |
| Employer contribution / active EE | $2,242 | $3,138-28.6% | $4,821-53.5% | $2,671-16.1% |
| Participant deferral / active EE | $4,448 | $3,411+30.4% | $5,682-21.7% | $4,126+7.8% |
| Admin fee / account holder | $232 | $5,950-96.1% | $13,212-98.2% | $5,651-95.9% |