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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,563 | $168,635-71.8% | $147,617-67.8% | $125,389-62.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.14% | 77.65%-78.8pp | 61.98%-63.1pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,971 | $6,252-68.5% | $5,564-64.6% | $4,866-59.5% |
| Participant deferral / active EE | $4,600 | $5,507-16.5% | $4,895-6.0% | $5,352-14.0% |
| Admin fee / account holder | $15 | $13,580-99.9% | $11,612-99.9% | $9,541-99.8% |