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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,506 | $102,632-70.3% | $81,988-62.8% | $158,950-80.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 17.47% | 61.05%-43.6pp | 41.31%-23.8pp | 302.91%-285.4pp |
| Employer contribution / active EE | $2,388 | $3,241-26.3% | $2,498-4.4% | $4,762-49.9% |
| Participant deferral / active EE | $2,344 | $4,649-49.6% | $3,722-37.0% | $5,983-60.8% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,248-100.0% |