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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,024 | $103,392-72.9% | $87,104-67.8% | $152,897-81.7% |
| Participation rate | 78.6% | 79.4%-0.8pp | 76.9%+1.7pp | 82.5%-3.9pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,239 | $3,221-30.5% | $2,521-11.2% | $4,764-53.0% |
| Participant deferral / active EE | $5,374 | $4,778+12.5% | $4,048+32.7% | $5,851-8.2% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |