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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,520 | $111,787-67.3% | $93,681-61.0% | $145,978-75.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 19.58% | 203.52%-183.9pp | 133.47%-113.9pp | 550.52%-530.9pp |
| Employer contribution / active EE | $1,182 | $3,093-61.8% | $2,422-51.2% | $4,662-74.7% |
| Participant deferral / active EE | $8,834 | $4,918+79.6% | $4,415+100.1% | $6,690+32.0% |
| Admin fee / account holder | $46 | $10,256-99.6% | $8,290-99.5% | $13,400-99.7% |