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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,257 | $107,363-60.6% | $92,909-54.5% | $152,897-72.4% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.5%+5.8pp |
| Annual return | 17.43% | 145.63%-128.2pp | 109.44%-92.0pp | 345.43%-328.0pp |
| Employer contribution / active EE | $1,978 | $4,222-53.1% | $3,653-45.8% | $4,764-58.5% |
| Participant deferral / active EE | $3,240 | $4,848-33.2% | $4,238-23.6% | $5,851-44.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |