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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,833 | $99,079-69.9% | $78,002-61.8% | $273,972-89.1% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.5%+20.3pp | 83.0%+12.8pp |
| Annual return | 6.56% | 217.93%-211.4pp | 425.99%-419.4pp | 41.46%-34.9pp |
| Employer contribution / active EE | $4,567 | $3,308+38.1% | $2,470+84.9% | $4,869-6.2% |
| Participant deferral / active EE | $2,808 | $4,306-34.8% | $3,497-19.7% | $5,287-46.9% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |