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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,524 | $109,411-63.0% | $89,435-54.7% | $158,982-74.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 24.22% | 345.68%-321.5pp | 245.55%-221.3pp | 302.99%-278.8pp |
| Employer contribution / active EE | $737 | $3,173-76.8% | $2,587-71.5% | $4,763-84.5% |
| Participant deferral / active EE | $1,987 | $4,600-56.8% | $3,890-48.9% | $5,983-66.8% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |