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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,708 | $168,635-81.2% | $147,617-78.5% | $125,389-74.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.58% | 77.65%-80.2pp | 61.98%-64.6pp | 282.24%-284.8pp |
| Employer contribution / active EE | $4,464 | $6,252-28.6% | $5,564-19.8% | $4,866-8.3% |
| Participant deferral / active EE | $3,007 | $5,507-45.4% | $4,895-38.6% | $5,352-43.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |