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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,572 | $47,479-65.1% | $62,929-73.7% | $82,448-79.9% |
| Participation rate | 98.0% | 66.9%+31.1pp | 73.1%+24.9pp | 68.1%+29.9pp |
| Annual return | 49.45% | 20.34%+29.1pp | 1063.93%-1014.5pp | 41.64%+7.8pp |
| Employer contribution / active EE | $4,781 | $1,885+153.6% | $2,505+90.9% | $2,551+87.4% |
| Participant deferral / active EE | $6,058 | $2,870+111.0% | $3,888+55.8% | $4,139+46.3% |
| Admin fee / account holder | $280 | $3,804-92.6% | $5,065-94.5% | $7,234-96.1% |