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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,016 | $166,268-73.5% | $165,100-73.3% | $145,897-69.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.56% | 100.52%-85.0pp | 70.21%-54.6pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,814 | $5,284-65.7% | $4,348-58.3% | $4,663-61.1% |
| Participant deferral / active EE | $2,975 | $6,964-57.3% | $6,035-50.7% | $6,689-55.5% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |