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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,823 | $108,897-59.8% | $100,378-56.3% | $145,877-70.0% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 13.69% | 58.17%-44.5pp | 49.41%-35.7pp | 551.28%-537.6pp |
| Employer contribution / active EE | $1,867 | $4,420-57.8% | $3,942-52.6% | $4,663-60.0% |
| Participant deferral / active EE | $5,615 | $8,455-33.6% | $8,087-30.6% | $6,691-16.1% |
| Admin fee / account holder | $20 | $9,690-99.8% | $7,899-99.7% | $13,402-99.9% |