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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,490 | $102,638-54.7% | $81,991-43.3% | $158,966-70.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 17.96% | 61.05%-43.1pp | 41.31%-23.4pp | 302.95%-285.0pp |
| Employer contribution / active EE | $1,669 | $3,241-48.5% | $2,498-33.2% | $4,762-64.9% |
| Participant deferral / active EE | $2,312 | $4,649-50.3% | $3,722-37.9% | $5,983-61.4% |
| Admin fee / account holder | $190 | $8,237-97.7% | $5,665-96.7% | $11,250-98.3% |