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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,548 | $83,337-0.9% | $67,834+21.7% | $273,972-69.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 48.85% | 259.45%-210.6pp | 138.47%-89.6pp | 41.46%+7.4pp |
| Employer contribution / active EE | $1,552 | $3,287-52.8% | $2,403-35.4% | $4,869-68.1% |
| Participant deferral / active EE | $5,719 | $4,088+39.9% | $3,160+81.0% | $5,287+8.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |