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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,837 | $110,551-79.3% | $80,741-71.7% | $167,536-86.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.33% | 120.57%-106.2pp | 87.30%-73.0pp | 478.82%-464.5pp |
| Employer contribution / active EE | $1,862 | $1,543+20.7% | $1,160+60.5% | $4,839-61.5% |
| Participant deferral / active EE | $3,545 | $2,870+23.5% | $2,145+65.3% | $6,342-44.1% |
| Admin fee / account holder | $117 | $4,547-97.4% | $3,380-96.5% | $12,315-99.0% |