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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,502 | $112,121-61.2% | $95,960-54.7% | $158,966-72.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 129.59% | 171.16%-41.6pp | 91.63%+38.0pp | 302.95%-173.4pp |
| Employer contribution / active EE | $1,760 | $3,199-45.0% | $2,541-30.7% | $4,762-63.0% |
| Participant deferral / active EE | $4,482 | $4,784-6.3% | $4,167+7.6% | $5,983-25.1% |
| Admin fee / account holder | $121 | $10,135-98.8% | $6,797-98.2% | $11,250-98.9% |