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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,709 | $100,139-45.4% | $85,187-35.8% | $145,884-62.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.29% | 84.15%-71.9pp | 66.67%-54.4pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,080 | $3,238-66.6% | $2,732-60.5% | $4,662-76.8% |
| Participant deferral / active EE | $2,160 | $5,296-59.2% | $4,525-52.3% | $6,690-67.7% |
| Admin fee / account holder | $82 | $7,262-98.9% | $6,162-98.7% | $13,392-99.4% |