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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,296 | $81,664-37.2% | $70,476-27.2% | $158,966-67.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.99% | 208.59%-189.6pp | 109.12%-90.1pp | 302.95%-284.0pp |
| Employer contribution / active EE | $1,833 | $3,219-43.1% | $2,738-33.1% | $4,762-61.5% |
| Participant deferral / active EE | $3,117 | $4,556-31.6% | $3,710-16.0% | $5,983-47.9% |
| Admin fee / account holder | $132 | $6,197-97.9% | $3,847-96.6% | $11,250-98.8% |