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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,591 | $124,346-69.8% | $111,306-66.2% | $167,553-77.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.09% | 37.46%-25.4pp | 54.67%-42.6pp | 478.89%-466.8pp |
| Employer contribution / active EE | $1,857 | $3,438-46.0% | $2,732-32.0% | $4,840-61.6% |
| Participant deferral / active EE | $4,788 | $5,182-7.6% | $4,488+6.7% | $6,343-24.5% |
| Admin fee / account holder | $186 | $10,623-98.3% | $7,966-97.7% | $12,316-98.5% |