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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,877 | $157,276-81.0% | $141,177-78.8% | $152,885-80.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.41% | 64.33%-42.9pp | 71.40%-50.0pp | 345.39%-324.0pp |
| Employer contribution / active EE | $2,321 | $5,262-55.9% | $4,736-51.0% | $4,763-51.3% |
| Participant deferral / active EE | $2,715 | $7,110-61.8% | $6,710-59.5% | $5,851-53.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |