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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,139 | $108,882-65.0% | $96,754-60.6% | $154,746-75.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 22.59% | 98.39%-75.8pp | 82.04%-59.4pp | 172.34%-149.7pp |
| Employer contribution / active EE | $4,011 | $3,018+32.9% | $2,679+49.7% | $4,379-8.4% |
| Participant deferral / active EE | $7,990 | $5,323+50.1% | $4,758+67.9% | $6,730+18.7% |
| Admin fee / account holder | $55 | $10,200-99.5% | $8,905-99.4% | $14,365-99.6% |