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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,606 | $93,598-31.0% | $135,974-52.5% | $75,173-14.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 129.82% | 30.89%+98.9pp | 68.30%+61.5pp | 160.72%-30.9pp |
| Employer contribution / active EE | $1,421 | $3,538-59.8% | $4,859-70.8% | $2,671-46.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3 | $6,978-100.0% | $10,767-100.0% | $5,651-99.9% |