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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,007 | $166,242-75.3% | $165,071-75.2% | $145,884-71.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 14.37% | 100.44%-86.1pp | 70.17%-55.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,416 | $5,283-54.3% | $4,347-44.4% | $4,662-48.2% |
| Participant deferral / active EE | $4,013 | $6,964-42.4% | $6,035-33.5% | $6,690-40.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |