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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,502 | $100,139-67.5% | $85,187-61.8% | $145,884-77.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 84.15%-70.1pp | 66.67%-52.6pp | 551.85%-537.8pp |
| Employer contribution / active EE | $2,330 | $3,238-28.0% | $2,732-14.7% | $4,662-50.0% |
| Participant deferral / active EE | $7,423 | $5,296+40.2% | $4,525+64.0% | $6,690+11.0% |
| Admin fee / account holder | $180 | $7,262-97.5% | $6,162-97.1% | $13,392-98.7% |