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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,776 | $109,967-66.6% | $97,197-62.2% | $145,877-74.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 12.31% | 244.27%-232.0pp | 75.47%-63.2pp | 551.28%-539.0pp |
| Employer contribution / active EE | $372 | $3,077-87.9% | $2,723-86.3% | $4,663-92.0% |
| Participant deferral / active EE | $4,517 | $4,676-3.4% | $4,263+5.9% | $6,691-32.5% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |