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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,007 | $166,268-75.3% | $165,100-75.2% | $145,897-71.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 14.37% | 100.52%-86.1pp | 70.21%-55.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,416 | $5,284-54.3% | $4,348-44.4% | $4,663-48.2% |
| Participant deferral / active EE | $4,013 | $6,964-42.4% | $6,035-33.5% | $6,689-40.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |