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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,964 | $115,814-56.9% | $101,275-50.7% | $158,982-68.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.23% | 56.16%-31.9pp | 46.48%-22.2pp | 302.99%-278.8pp |
| Employer contribution / active EE | $2,130 | $4,176-49.0% | $3,660-41.8% | $4,763-55.3% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $79 | $7,249-98.9% | $5,948-98.7% | $11,252-99.3% |