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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,769 | $79,449-12.2% | $189,558-63.2% | $85,856-18.7% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.5%+21.5pp | 69.3%+30.7pp |
| Annual return | 75.32% | 18.45%+56.9pp | 64.19%+11.1pp | 318.58%-243.3pp |
| Employer contribution / active EE | $1,721 | $2,081-17.3% | $4,412-61.0% | $2,565-32.9% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,809-100.0% | $6,261-100.0% |