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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,181 | $118,877-50.2% | $96,570-38.7% | $167,536-64.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.58% | 50.50%-33.9pp | 37.79%-21.2pp | 478.82%-462.2pp |
| Employer contribution / active EE | $5,701 | $3,121+82.7% | $2,357+141.9% | $4,839+17.8% |
| Participant deferral / active EE | $3,804 | $4,617-17.6% | $3,849-1.2% | $6,342-40.0% |
| Admin fee / account holder | $24 | $8,069-99.7% | $6,182-99.6% | $12,315-99.8% |