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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,740 | $85,766-42.0% | $136,297-63.5% | $70,124-29.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.96% | 31.45%-16.5pp | 5156.19%-5141.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,513 | $2,966+18.4% | $4,696-25.2% | $2,342+50.0% |
| Participant deferral / active EE | $4,465 | $5,051-11.6% | $6,247-28.5% | $3,332+34.0% |
| Admin fee / account holder | $2 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |