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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,202 | $124,336-58.0% | $111,303-53.1% | $167,518-68.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.09% | 37.45%-25.4pp | 54.66%-42.6pp | 478.71%-466.6pp |
| Employer contribution / active EE | $2,535 | $3,436-26.2% | $2,731-7.2% | $4,838-47.6% |
| Participant deferral / active EE | $9,739 | $5,181+88.0% | $4,487+117.0% | $6,342+53.6% |
| Admin fee / account holder | $9 | $10,623-99.9% | $7,966-99.9% | $12,312-99.9% |