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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,731 | $55,446+0.5% | $155,574-64.2% | $74,429-25.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 17.65% | 269.20%-251.5pp | 64.87%-47.2pp | 1368.38%-1350.7pp |
| Employer contribution / active EE | $1,661 | $2,266-26.7% | $4,676-64.5% | $2,625-36.7% |
| Participant deferral / active EE | $3,596 | $2,836+26.8% | $5,629-36.1% | $4,348-17.3% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |