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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,088 | $102,385-47.2% | $147,080-63.2% | $80,935-33.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.22% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.4pp |
| Employer contribution / active EE | $1,425 | $3,717-61.7% | $4,933-71.1% | $2,757-48.3% |
| Participant deferral / active EE | $2,739 | $6,651-58.8% | $8,066-66.0% | $4,299-36.3% |
| Admin fee / account holder | $229 | $7,951-97.1% | $12,989-98.2% | $6,924-96.7% |