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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,879 | $100,073-63.1% | $85,126-56.7% | $145,877-74.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.85% | 84.11%-68.3pp | 66.63%-50.8pp | 551.28%-535.4pp |
| Employer contribution / active EE | $5,525 | $3,236+70.7% | $2,731+102.3% | $4,663+18.5% |
| Participant deferral / active EE | $5,382 | $5,294+1.7% | $4,523+19.0% | $6,691-19.6% |
| Admin fee / account holder | $2 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |