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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,882 | $102,663-42.6% | $86,216-31.7% | $139,466-57.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.97% | 1924.52%-1912.6pp | 1169.42%-1157.4pp | 373.66%-361.7pp |
| Employer contribution / active EE | $2,942 | $3,035-3.1% | $2,382+23.5% | $4,754-38.1% |
| Participant deferral / active EE | $3,952 | $4,677-15.5% | $3,986-0.8% | $6,712-41.1% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |