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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,630 | $104,479-21.9% | $159,474-48.8% | $79,391+2.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 88.64% | 67.98%+20.7pp | 263.68%-175.0pp | 116.88%-28.2pp |
| Employer contribution / active EE | $1,757 | $3,417-48.6% | $4,831-63.6% | $2,428-27.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $9 | $711-98.7% | $10,802-99.9% | $627-98.5% |