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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,440 | $108,942-41.8% | $100,415-36.8% | $145,897-56.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 58.27%-42.9pp | 49.47%-34.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,450 | $4,422-44.6% | $3,943-37.9% | $4,663-47.5% |
| Participant deferral / active EE | $6,378 | $8,461-24.6% | $8,091-21.2% | $6,689-4.7% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |