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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,093 | $81,696-38.7% | $70,494-28.9% | $158,982-68.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.02% | 208.70%-182.7pp | 109.16%-83.1pp | 302.99%-277.0pp |
| Employer contribution / active EE | $1,919 | $3,220-40.4% | $2,738-29.9% | $4,763-59.7% |
| Participant deferral / active EE | $1,919 | $4,558-57.9% | $3,711-48.3% | $5,983-67.9% |
| Admin fee / account holder | $40 | $6,200-99.4% | $3,848-99.0% | $11,252-99.6% |