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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,085 | $152,612-77.7% | $125,192-72.8% | $152,897-77.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 10.26% | 54.85%-44.6pp | 43.79%-33.5pp | 345.43%-335.2pp |
| Employer contribution / active EE | $2,771 | $4,947-44.0% | $3,866-28.3% | $4,764-41.8% |
| Participant deferral / active EE | $4,499 | $5,868-23.3% | $4,937-8.9% | $5,851-23.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |