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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,790 | $176,402-79.1% | $134,162-72.6% | $158,982-76.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.92% | 63.66%-52.7pp | 36.35%-25.4pp | 302.99%-292.1pp |
| Employer contribution / active EE | $1,032 | $5,042-79.5% | $3,705-72.2% | $4,763-78.3% |
| Participant deferral / active EE | $1,660 | $4,093-59.4% | $3,500-52.6% | $5,983-72.3% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |