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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,047 | $81,664-48.5% | $70,476-40.3% | $158,966-73.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.17% | 208.59%-196.4pp | 109.12%-96.9pp | 302.95%-290.8pp |
| Employer contribution / active EE | $1,469 | $3,219-54.4% | $2,738-46.3% | $4,762-69.2% |
| Participant deferral / active EE | $5,412 | $4,556+18.8% | $3,710+45.9% | $5,983-9.5% |
| Admin fee / account holder | $259 | $6,197-95.8% | $3,847-93.3% | $11,250-97.7% |