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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,179 | $104,937-69.3% | $84,628-62.0% | $152,897-79.0% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.5%+8.5pp |
| Annual return | 22.14% | 373.88%-351.7pp | 258.80%-236.7pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,970 | $3,303-40.4% | $2,653-25.8% | $4,764-58.6% |
| Participant deferral / active EE | $3,729 | $4,690-20.5% | $3,900-4.4% | $5,851-36.3% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |