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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,979 | $107,941-50.9% | $91,994-42.4% | $152,909-65.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.41% | 89.28%-65.9pp | 69.04%-45.6pp | 345.46%-322.1pp |
| Employer contribution / active EE | $3,166 | $4,212-24.8% | $3,453-8.3% | $4,764-33.5% |
| Participant deferral / active EE | $10,497 | $6,366+64.9% | $5,924+77.2% | $5,851+79.4% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |