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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,724 | $108,911-61.7% | $100,392-58.4% | $145,884-71.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.27% | 58.23%-45.0pp | 49.45%-36.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,765 | $4,420-37.4% | $3,941-29.8% | $4,662-40.7% |
| Participant deferral / active EE | $4,546 | $8,459-46.3% | $8,090-43.8% | $6,690-32.0% |
| Admin fee / account holder | $239 | $9,698-97.5% | $7,904-97.0% | $13,392-98.2% |