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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,499 | $100,073-48.5% | $85,126-39.5% | $145,877-64.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.92% | 84.11%-71.2pp | 66.63%-53.7pp | 551.28%-538.4pp |
| Employer contribution / active EE | $3,944 | $3,236+21.9% | $2,731+44.4% | $4,663-15.4% |
| Participant deferral / active EE | $3,360 | $5,294-36.5% | $4,523-25.7% | $6,691-49.8% |
| Admin fee / account holder | $51 | $7,261-99.3% | $6,160-99.2% | $13,402-99.6% |