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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,313 | $118,875-50.9% | $96,572-39.6% | $167,553-65.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.11% | 50.50%-36.4pp | 37.79%-23.7pp | 478.89%-464.8pp |
| Employer contribution / active EE | $2,695 | $3,121-13.6% | $2,357+14.3% | $4,840-44.3% |
| Participant deferral / active EE | $5,172 | $4,617+12.0% | $3,850+34.4% | $6,343-18.5% |
| Admin fee / account holder | $243 | $8,070-97.0% | $6,183-96.1% | $12,316-98.0% |