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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,074 | $103,038-62.1% | $90,324-56.7% | $152,909-74.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.67% | 95.25%-76.6pp | 78.15%-59.5pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,889 | $3,141-39.8% | $2,856-33.8% | $4,764-60.3% |
| Participant deferral / active EE | $2,436 | $4,282-43.1% | $3,885-37.3% | $5,851-58.4% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |