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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,649 | $45,123-5.5% | $85,240-50.0% | $74,478-42.7% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 19.40% | 26.32%-6.9pp | 66.75%-47.4pp | 1370.56%-1351.2pp |
| Employer contribution / active EE | $889 | $1,459-39.0% | $2,735-67.5% | $2,626-66.1% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |