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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,109 | $107,941-62.8% | $91,994-56.4% | $152,897-73.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.02% | 89.28%-66.3pp | 69.04%-46.0pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,228 | $4,212-70.8% | $3,453-64.4% | $4,764-74.2% |
| Participant deferral / active EE | $4,804 | $6,366-24.5% | $5,924-18.9% | $5,851-17.9% |
| Admin fee / account holder | $119 | $10,521-98.9% | $7,744-98.5% | $11,599-99.0% |