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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,069 | $124,346-35.6% | $111,308-28.1% | $167,536-52.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.68% | 37.45%-24.8pp | 54.67%-42.0pp | 478.82%-466.1pp |
| Employer contribution / active EE | $1,474 | $3,437-57.1% | $2,732-46.1% | $4,839-69.5% |
| Participant deferral / active EE | $2,373 | $5,182-54.2% | $4,487-47.1% | $6,342-62.6% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |