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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,559 | $100,147-63.5% | $81,286-55.0% | $145,877-74.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.96% | 34.44%-21.5pp | 24.80%-11.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $4,493 | $2,977+50.9% | $2,463+82.4% | $4,663-3.6% |
| Participant deferral / active EE | $3,792 | $4,607-17.7% | $3,883-2.4% | $6,691-43.3% |
| Admin fee / account holder | $80 | $8,201-99.0% | $5,764-98.6% | $13,402-99.4% |