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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,654 | $68,097-43.2% | $62,929-38.6% | $137,256-71.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.90% | 1859.11%-1846.2pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,835 | $2,811-34.7% | $2,505-26.7% | $4,156-55.8% |
| Participant deferral / active EE | $5,788 | $4,553+27.1% | $3,888+48.9% | $6,407-9.7% |
| Admin fee / account holder | $120 | $6,521-98.2% | $5,065-97.6% | $12,270-99.0% |