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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,223 | $125,237-75.1% | $105,608-70.4% | $145,877-78.6% |
| Participation rate | 83.3% | 77.7%+5.7pp | 75.3%+8.0pp | 80.3%+3.0pp |
| Annual return | 9.74% | 225.76%-216.0pp | 116.50%-106.8pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,587 | $3,720-57.3% | $3,167-49.9% | $4,663-66.0% |
| Participant deferral / active EE | $3,046 | $5,711-46.7% | $5,010-39.2% | $6,691-54.5% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |