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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,748 | $103,038-67.2% | $90,324-62.6% | $152,909-77.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.34% | 95.25%-70.9pp | 78.15%-53.8pp | 345.46%-321.1pp |
| Employer contribution / active EE | $1,621 | $3,141-48.4% | $2,856-43.2% | $4,764-66.0% |
| Participant deferral / active EE | $2,589 | $4,282-39.5% | $3,885-33.4% | $5,851-55.8% |
| Admin fee / account holder | $60 | $6,177-99.0% | $5,356-98.9% | $11,601-99.5% |