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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,665 | $102,422-57.4% | $147,117-70.3% | $80,959-46.1% |
| Participation rate | 90.3% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.7pp |
| Annual return | 14.03% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,114 | $3,717-70.0% | $4,932-77.4% | $2,757-59.6% |
| Participant deferral / active EE | $2,718 | $6,652-59.1% | $8,065-66.3% | $4,300-36.8% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |