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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,768 | $107,944-57.6% | $91,994-50.2% | $152,885-70.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 27.70% | 89.26%-61.6pp | 69.03%-41.3pp | 345.39%-317.7pp |
| Employer contribution / active EE | $2,800 | $4,210-33.5% | $3,452-18.9% | $4,763-41.2% |
| Participant deferral / active EE | $10,248 | $6,365+61.0% | $5,923+73.0% | $5,851+75.1% |
| Admin fee / account holder | $224 | $10,521-97.9% | $7,743-97.1% | $11,598-98.1% |