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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,879 | $99,921-63.1% | $85,009-56.6% | $145,959-74.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.85% | 83.89%-68.0pp | 66.47%-50.6pp | 561.95%-546.1pp |
| Employer contribution / active EE | $5,525 | $3,233+70.9% | $2,728+102.5% | $4,661+18.5% |
| Participant deferral / active EE | $5,382 | $5,293+1.7% | $4,522+19.0% | $6,689-19.5% |
| Admin fee / account holder | $2 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |