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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,317 | $91,559-45.0% | $133,978-62.4% | $79,856-37.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 128.99% | 61.85%+67.1pp | 45.10%+83.9pp | 31.71%+97.3pp |
| Employer contribution / active EE | $597 | $2,384-74.9% | $3,919-84.8% | $2,471-75.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $215 | $6,321-96.6% | $8,930-97.6% | $5,306-95.9% |