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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,979 | $118,875-64.7% | $96,572-56.5% | $167,553-74.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.27% | 50.50%-35.2pp | 37.79%-22.5pp | 478.89%-463.6pp |
| Employer contribution / active EE | $5,348 | $3,121+71.4% | $2,357+126.9% | $4,840+10.5% |
| Participant deferral / active EE | $12,809 | $4,617+177.4% | $3,850+232.7% | $6,343+102.0% |
| Admin fee / account holder | $202 | $8,070-97.5% | $6,183-96.7% | $12,316-98.4% |