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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,914 | $95,383-67.6% | $185,837-83.4% | $85,856-64.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 23.17% | 23.59%-0.4pp | 122.08%-98.9pp | 318.58%-295.4pp |
| Employer contribution / active EE | $1,497 | $3,313-54.8% | $5,168-71.0% | $2,565-41.6% |
| Participant deferral / active EE | $3,159 | $3,423-7.7% | $5,568-43.3% | $3,952-20.1% |
| Admin fee / account holder | $84 | $7,213-98.8% | $16,241-99.5% | $6,261-98.7% |