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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,395 | $127,790-75.4% | $106,554-70.5% | $167,553-81.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.39% | 33.88%-13.5pp | 26.80%-6.4pp | 478.89%-458.5pp |
| Employer contribution / active EE | $2,634 | $3,427-23.1% | $2,819-6.6% | $4,840-45.6% |
| Participant deferral / active EE | $10,427 | $5,088+104.9% | $4,398+137.1% | $6,343+64.4% |
| Admin fee / account holder | $218 | $11,231-98.1% | $7,408-97.1% | $12,316-98.2% |