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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,612 | $60,128-14.2% | $90,440-42.9% | $79,852-35.4% |
| Participation rate | 97.2% | 65.0%+32.2pp | 72.7%+24.5pp | 69.6%+27.6pp |
| Annual return | 10.68% | 71.95%-61.3pp | 1294.38%-1283.7pp | 31.72%-21.0pp |
| Employer contribution / active EE | $2,125 | $2,068+2.8% | $3,263-34.9% | $2,471-14.0% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $104 | $3,977-97.4% | $5,615-98.1% | $5,306-98.0% |