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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,022 | $108,922-53.2% | $100,398-49.2% | $145,978-65.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.57% | 58.04%-44.5pp | 49.32%-35.8pp | 550.52%-537.0pp |
| Employer contribution / active EE | $3,401 | $4,426-23.2% | $3,946-13.8% | $4,662-27.0% |
| Participant deferral / active EE | $6,802 | $8,450-19.5% | $8,084-15.9% | $6,690+1.7% |
| Admin fee / account holder | $70 | $9,680-99.3% | $7,893-99.1% | $13,400-99.5% |