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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,897 | $58,311-50.4% | $81,882-64.7% | $80,959-64.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.08% | 41.85%-28.8pp | 779.47%-766.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,895 | $2,347-19.3% | $2,916-35.0% | $2,757-31.3% |
| Participant deferral / active EE | $4,512 | $3,287+37.3% | $4,323+4.4% | $4,300+4.9% |
| Admin fee / account holder | $172 | $4,752-96.4% | $7,360-97.7% | $6,925-97.5% |