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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,330 | $103,008-76.4% | $90,304-73.1% | $152,897-84.1% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 18.01% | 95.22%-77.2pp | 78.13%-60.1pp | 345.43%-327.4pp |
| Employer contribution / active EE | $2,727 | $3,139-13.1% | $2,855-4.5% | $4,764-42.7% |
| Participant deferral / active EE | $4,034 | $4,281-5.8% | $3,885+3.8% | $5,851-31.1% |
| Admin fee / account holder | $47 | $6,175-99.2% | $5,354-99.1% | $11,599-99.6% |