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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,784 | $68,097-40.1% | $62,929-35.2% | $137,256-70.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.33% | 1859.11%-1844.8pp | 1063.93%-1049.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,778 | $2,811-36.7% | $2,505-29.0% | $4,156-57.2% |
| Participant deferral / active EE | $4,736 | $4,553+4.0% | $3,888+21.8% | $6,407-26.1% |
| Admin fee / account holder | $79 | $6,521-98.8% | $5,065-98.4% | $12,270-99.4% |