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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,016 | $166,131-73.5% | $164,975-73.3% | $145,877-69.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.56% | 100.37%-84.8pp | 70.12%-54.6pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,814 | $5,276-65.6% | $4,343-58.2% | $4,663-61.1% |
| Participant deferral / active EE | $2,975 | $6,962-57.3% | $6,033-50.7% | $6,691-55.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |