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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,631 | $168,636-75.9% | $147,618-72.5% | $125,388-67.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.56% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,738 | $6,252-72.2% | $5,565-68.8% | $4,866-64.3% |
| Participant deferral / active EE | $6,987 | $5,507+26.9% | $4,895+42.7% | $5,352+30.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |