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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,499 | $100,203-48.6% | $85,240-39.6% | $145,897-64.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.92% | 84.28%-71.4pp | 66.75%-53.8pp | 552.29%-539.4pp |
| Employer contribution / active EE | $3,944 | $3,242+21.7% | $2,735+44.2% | $4,663-15.4% |
| Participant deferral / active EE | $3,360 | $5,299-36.6% | $4,527-25.8% | $6,689-49.8% |
| Admin fee / account holder | $51 | $7,265-99.3% | $6,165-99.2% | $13,390-99.6% |