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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,272 | $111,878-36.3% | $93,727-24.0% | $145,897-51.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 18.80% | 204.28%-185.5pp | 133.83%-115.0pp | 552.29%-533.5pp |
| Employer contribution / active EE | $1,042 | $3,092-66.3% | $2,421-57.0% | $4,663-77.7% |
| Participant deferral / active EE | $13,725 | $4,920+178.9% | $4,417+210.7% | $6,689+105.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |