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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,764 | $115,814-57.9% | $101,275-51.8% | $158,982-69.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.32% | 56.16%-29.8pp | 46.48%-20.2pp | 302.99%-276.7pp |
| Employer contribution / active EE | $2,103 | $4,176-49.6% | $3,660-42.5% | $4,763-55.8% |
| Participant deferral / active EE | $1,500 | $4,958-69.7% | $4,371-65.7% | $5,983-74.9% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |