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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,229 | $108,911-61.2% | $100,392-57.9% | $145,884-71.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.62% | 58.23%-37.6pp | 49.45%-28.8pp | 551.85%-531.2pp |
| Employer contribution / active EE | $1,870 | $4,420-57.7% | $3,941-52.6% | $4,662-59.9% |
| Participant deferral / active EE | $4,603 | $8,459-45.6% | $8,090-43.1% | $6,690-31.2% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |