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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,563 | $65,423-34.9% | $98,477-56.8% | $85,856-50.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 16.87% | 21.76%-4.9pp | 1493.59%-1476.7pp | 318.58%-301.7pp |
| Employer contribution / active EE | $2,200 | $2,168+1.5% | $2,961-25.7% | $2,565-14.2% |
| Participant deferral / active EE | $2,632 | $3,167-16.9% | $4,276-38.4% | $3,952-33.4% |
| Admin fee / account holder | $7 | $4,594-99.8% | $5,951-99.9% | $6,261-99.9% |