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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,229 | $108,897-61.2% | $100,378-57.9% | $145,877-71.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.62% | 58.17%-37.6pp | 49.41%-28.8pp | 551.28%-530.7pp |
| Employer contribution / active EE | $1,870 | $4,420-57.7% | $3,942-52.6% | $4,663-59.9% |
| Participant deferral / active EE | $4,603 | $8,455-45.6% | $8,087-43.1% | $6,691-31.2% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |