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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,559 | $100,279-63.5% | $81,353-55.1% | $145,884-74.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.96% | 34.49%-21.5pp | 24.82%-11.9pp | 551.85%-538.9pp |
| Employer contribution / active EE | $4,493 | $2,979+50.8% | $2,464+82.4% | $4,662-3.6% |
| Participant deferral / active EE | $3,792 | $4,611-17.8% | $3,885-2.4% | $6,690-43.3% |
| Admin fee / account holder | $80 | $8,206-99.0% | $5,766-98.6% | $13,392-99.4% |