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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,419 | $115,814-67.7% | $101,275-63.1% | $158,982-76.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.24% | 56.16%-46.9pp | 46.48%-37.2pp | 302.99%-293.7pp |
| Employer contribution / active EE | $2,209 | $4,176-47.1% | $3,660-39.6% | $4,763-53.6% |
| Participant deferral / active EE | $2,662 | $4,958-46.3% | $4,371-39.1% | $5,983-55.5% |
| Admin fee / account holder | $296 | $7,249-95.9% | $5,948-95.0% | $11,252-97.4% |