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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,680 | $197,819-78.9% | $155,789-73.2% | $125,389-66.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 2.98% | 86.73%-83.8pp | 71.54%-68.6pp | 282.24%-279.3pp |
| Employer contribution / active EE | $1,309 | $4,850-73.0% | $3,839-65.9% | $4,866-73.1% |
| Participant deferral / active EE | $4,786 | $5,631-15.0% | $4,798-0.2% | $5,352-10.6% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |