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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,241 | $95,406-41.1% | $185,849-69.7% | $85,847-34.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.91% | 23.59%-11.7pp | 122.10%-110.2pp | 318.61%-306.7pp |
| Employer contribution / active EE | $2,562 | $3,314-22.7% | $5,169-50.4% | $2,565-0.1% |
| Participant deferral / active EE | $5,690 | $3,424+66.2% | $5,569+2.2% | $3,952+44.0% |
| Admin fee / account holder | $272 | $7,214-96.2% | $16,244-98.3% | $6,261-95.7% |