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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,032 | $101,063-43.6% | $81,473-30.0% | $147,586-61.4% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.59%-578.6pp |
| Employer contribution / active EE | $3,099 | $3,206-3.3% | $2,568+20.7% | $4,876-36.5% |
| Participant deferral / active EE | $7,490 | $4,242+76.6% | $3,537+111.8% | $5,439+37.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |