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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,609 | $95,580-41.8% | $76,872-27.7% | $139,466-60.1% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.99% | 55.00%-42.0pp | 37.90%-24.9pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,728 | $3,145-13.3% | $2,533+7.7% | $4,754-42.6% |
| Participant deferral / active EE | $7,145 | $4,623+54.6% | $3,832+86.5% | $6,712+6.5% |
| Admin fee / account holder | $150 | $8,302-98.2% | $5,476-97.3% | $11,409-98.7% |