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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,228 | $111,878-54.2% | $93,727-45.3% | $145,897-64.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.96% | 204.28%-186.3pp | 133.83%-115.9pp | 552.29%-534.3pp |
| Employer contribution / active EE | $1,778 | $3,092-42.5% | $2,421-26.6% | $4,663-61.9% |
| Participant deferral / active EE | $7,756 | $4,920+57.6% | $4,417+75.6% | $6,689+15.9% |
| Admin fee / account holder | $226 | $10,256-97.8% | $8,292-97.3% | $13,390-98.3% |