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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,614 | $115,814-58.9% | $101,275-53.0% | $158,982-70.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.07% | 56.16%-41.1pp | 46.48%-31.4pp | 302.99%-287.9pp |
| Employer contribution / active EE | $2,611 | $4,176-37.5% | $3,660-28.7% | $4,763-45.2% |
| Participant deferral / active EE | $7,160 | $4,958+44.4% | $4,371+63.8% | $5,983+19.7% |
| Admin fee / account holder | $263 | $7,249-96.4% | $5,948-95.6% | $11,252-97.7% |