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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,392 | $108,942-49.2% | $100,415-44.8% | $145,897-62.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.72% | 58.27%-45.5pp | 49.47%-36.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,992 | $4,422-32.3% | $3,943-24.1% | $4,663-35.8% |
| Participant deferral / active EE | $2,832 | $8,461-66.5% | $8,091-65.0% | $6,689-57.7% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |