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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,679 | $110,551-71.3% | $80,741-60.8% | $167,518-81.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 20.42% | 120.57%-100.1pp | 87.30%-66.9pp | 478.71%-458.3pp |
| Employer contribution / active EE | $3,658 | $1,543+137.1% | $1,160+215.3% | $4,838-24.4% |
| Participant deferral / active EE | $8,210 | $2,870+186.0% | $2,145+282.7% | $6,342+29.4% |
| Admin fee / account holder | $271 | $4,547-94.0% | $3,380-92.0% | $12,312-97.8% |