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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,208 | $81,668-50.8% | $58,507-31.3% | $139,487-71.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.13% | 7430.07%-7417.9pp | 4252.32%-4240.2pp | 373.84%-361.7pp |
| Employer contribution / active EE | $5,080 | $1,398+263.4% | $1,053+382.3% | $4,755+6.8% |
| Participant deferral / active EE | $2,283 | $2,554-10.6% | $1,922+18.7% | $6,713-66.0% |
| Admin fee / account holder | $193 | $3,212-94.0% | $2,486-92.3% | $11,407-98.3% |