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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,026 | $109,344-62.5% | $89,400-54.1% | $158,950-74.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.89% | 345.73%-331.8pp | 245.64%-231.8pp | 302.91%-289.0pp |
| Employer contribution / active EE | $1,200 | $3,170-62.1% | $2,586-53.6% | $4,762-74.8% |
| Participant deferral / active EE | $3,992 | $4,599-13.2% | $3,890+2.6% | $5,983-33.3% |
| Admin fee / account holder | $169 | $6,154-97.3% | $4,882-96.5% | $11,248-98.5% |