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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,634 | $115,796-58.9% | $101,264-53.0% | $158,950-70.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.30% | 56.15%-46.8pp | 46.48%-37.2pp | 302.91%-293.6pp |
| Employer contribution / active EE | $3,333 | $4,175-20.2% | $3,660-8.9% | $4,762-30.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $259 | $7,247-96.4% | $5,947-95.6% | $11,248-97.7% |