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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,316 | $102,422-72.4% | $147,117-80.8% | $80,959-65.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 19.58% | 135.16%-115.6pp | 420.54%-401.0pp | 35.67%-16.1pp |
| Employer contribution / active EE | $2,737 | $3,717-26.4% | $4,932-44.5% | $2,757-0.7% |
| Participant deferral / active EE | $5,173 | $6,652-22.2% | $8,065-35.9% | $4,300+20.3% |
| Admin fee / account holder | $247 | $7,953-96.9% | $12,993-98.1% | $6,925-96.4% |