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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,970 | $103,008-67.0% | $90,304-62.4% | $152,897-77.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 34.09% | 95.22%-61.1pp | 78.13%-44.0pp | 345.43%-311.3pp |
| Employer contribution / active EE | $3,369 | $3,139+7.3% | $2,855+18.0% | $4,764-29.3% |
| Participant deferral / active EE | $6,229 | $4,281+45.5% | $3,885+60.3% | $5,851+6.5% |
| Admin fee / account holder | $112 | $6,175-98.2% | $5,354-97.9% | $11,599-99.0% |