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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,602 | $58,241-14.8% | $81,780-39.3% | $80,911-38.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.82% | 41.73%-25.9pp | 776.27%-760.4pp | 35.63%-19.8pp |
| Employer contribution / active EE | $3,460 | $2,343+47.7% | $2,914+18.7% | $2,756+25.6% |
| Participant deferral / active EE | $6,345 | $3,283+93.3% | $4,321+46.8% | $4,297+47.6% |
| Admin fee / account holder | $189 | $4,973-96.2% | $7,384-97.4% | $6,935-97.3% |