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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,309 | $85,171-60.9% | $172,753-80.7% | $72,976-54.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.18% | 27.32%-8.1pp | 803.00%-783.8pp | 81.02%-61.8pp |
| Employer contribution / active EE | $3,619 | $3,324+8.9% | $5,144-29.7% | $2,440+48.3% |
| Participant deferral / active EE | $1,480 | $3,260-54.6% | $5,198-71.5% | $3,608-59.0% |
| Admin fee / account holder | $89 | $5,880-98.5% | $13,956-99.4% | $5,124-98.3% |