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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,168 | $168,636-80.3% | $147,618-77.5% | $125,388-73.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.79% | 77.65%-80.4pp | 61.98%-64.8pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,209 | $6,252-64.7% | $5,565-60.3% | $4,866-54.6% |
| Participant deferral / active EE | $3,444 | $5,507-37.5% | $4,895-29.7% | $5,352-35.7% |
| Admin fee / account holder | $155 | $13,580-98.9% | $11,612-98.7% | $9,541-98.4% |