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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,576 | $107,368-66.9% | $92,915-61.7% | $152,909-76.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.71% | 145.64%-123.9pp | 109.45%-87.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,874 | $4,222-55.6% | $3,653-48.7% | $4,764-60.7% |
| Participant deferral / active EE | $12,974 | $4,848+167.6% | $4,238+206.1% | $5,851+121.7% |
| Admin fee / account holder | $30 | $7,082-99.6% | $5,796-99.5% | $11,601-99.7% |