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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,605 | $118,877-51.5% | $96,570-40.3% | $167,536-65.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.68% | 50.50%-39.8pp | 37.79%-27.1pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,638 | $3,121-47.5% | $2,357-30.5% | $4,839-66.2% |
| Participant deferral / active EE | $2,613 | $4,617-43.4% | $3,849-32.1% | $6,342-58.8% |
| Admin fee / account holder | $210 | $8,069-97.4% | $6,182-96.6% | $12,315-98.3% |