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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,908 | $59,456-39.6% | $93,681-61.7% | $74,400-51.7% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 15.95% | 82.00%-66.0pp | 133.47%-117.5pp | 1367.51%-1351.6pp |
| Employer contribution / active EE | $1,988 | $1,266+57.1% | $2,422-17.9% | $2,624-24.2% |
| Participant deferral / active EE | $3,068 | $3,052+0.5% | $4,415-30.5% | $4,348-29.5% |
| Admin fee / account holder | $10 | $3,026-99.7% | $8,290-99.9% | $1,944-99.5% |