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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,630 | $55,437-23.1% | $155,534-72.6% | $74,459-42.7% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 13.73% | 269.58%-255.9pp | 64.92%-51.2pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $2,600 | $2,266+14.7% | $4,675-44.4% | $2,626-1.0% |
| Participant deferral / active EE | $4,583 | $2,837+61.5% | $5,630-18.6% | $4,350+5.4% |
| Admin fee / account holder | $8 | $1,742-99.5% | $15,900-99.9% | $1,945-99.6% |