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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,337 | $93,598-67.6% | $135,974-77.7% | $75,173-59.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 0.00% | 30.89%-30.9pp | 68.30%-68.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $2,543 | $3,538-28.1% | $4,859-47.7% | $2,671-4.8% |
| Participant deferral / active EE | $4,687 | $6,405-26.8% | $7,760-39.6% | $4,126+13.6% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |