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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,514 | $118,877-67.6% | $96,570-60.1% | $167,536-77.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.90% | 50.50%-34.6pp | 37.79%-21.9pp | 478.82%-462.9pp |
| Employer contribution / active EE | $1,434 | $3,121-54.0% | $2,357-39.2% | $4,839-70.4% |
| Participant deferral / active EE | $4,908 | $4,617+6.3% | $3,849+27.5% | $6,342-22.6% |
| Admin fee / account holder | $20 | $8,069-99.8% | $6,182-99.7% | $12,315-99.8% |