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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,205 | $68,681-38.5% | $86,625-51.3% | $85,851-50.8% |
| Participation rate | 95.2% | 66.4%+28.9pp | 71.6%+23.6pp | 69.3%+25.9pp |
| Annual return | 167.33% | 20.12%+147.2pp | 63.52%+103.8pp | 318.63%-151.3pp |
| Employer contribution / active EE | $509 | $1,880-72.9% | $2,496-79.6% | $2,565-80.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $148 | $5,974-97.5% | $5,830-97.5% | $6,261-97.6% |