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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,111 | $152,587-81.6% | $125,175-77.5% | $152,870-81.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.33% | 54.84%-38.5pp | 43.79%-27.5pp | 345.34%-329.0pp |
| Employer contribution / active EE | $2,535 | $4,946-48.7% | $3,865-34.4% | $4,763-46.8% |
| Participant deferral / active EE | $4,231 | $5,868-27.9% | $4,937-14.3% | $5,850-27.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |