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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,717 | $107,368-62.1% | $92,915-56.2% | $152,909-73.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 34.67% | 145.64%-111.0pp | 109.45%-74.8pp | 345.46%-310.8pp |
| Employer contribution / active EE | $1,804 | $4,222-57.3% | $3,653-50.6% | $4,764-62.1% |
| Participant deferral / active EE | $4,711 | $4,848-2.8% | $4,238+11.2% | $5,851-19.5% |
| Admin fee / account holder | $31 | $7,082-99.6% | $5,796-99.5% | $11,601-99.7% |