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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,236 | $83,337-63.7% | $67,834-55.4% | $273,972-89.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.70% | 259.45%-254.7pp | 138.47%-133.8pp | 41.46%-36.8pp |
| Employer contribution / active EE | $6,580 | $3,287+100.2% | $2,403+173.8% | $4,869+35.1% |
| Participant deferral / active EE | $3,422 | $4,088-16.3% | $3,160+8.3% | $5,287-35.3% |
| Admin fee / account holder | $200 | $6,752-97.0% | $4,622-95.7% | $10,133-98.0% |