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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,737 | $88,707-48.4% | $74,184-38.3% | $273,972-83.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 70.40% | 11.94%+58.5pp | 17.74%+52.7pp | 41.46%+28.9pp |
| Employer contribution / active EE | $526 | $3,159-83.4% | $2,370-77.8% | $4,869-89.2% |
| Participant deferral / active EE | $1,405 | $4,212-66.6% | $3,550-60.4% | $5,287-73.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |