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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,400 | $176,402-68.6% | $134,162-58.7% | $158,982-65.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.61% | 63.66%-50.0pp | 36.35%-22.7pp | 302.99%-289.4pp |
| Employer contribution / active EE | $531 | $5,042-89.5% | $3,705-85.7% | $4,763-88.9% |
| Participant deferral / active EE | $1,946 | $4,093-52.5% | $3,500-44.4% | $5,983-67.5% |
| Admin fee / account holder | $40 | $8,719-99.5% | $6,685-99.4% | $11,252-99.6% |