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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,921 | $227,633-81.1% | $189,597-77.4% | $167,553-74.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.86% | 78.45%-62.6pp | 64.20%-48.3pp | 478.89%-463.0pp |
| Employer contribution / active EE | $4,393 | $5,317-17.4% | $4,412-0.4% | $4,840-9.2% |
| Participant deferral / active EE | $3,750 | $7,003-46.5% | $6,174-39.3% | $6,343-40.9% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |