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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,560 | $185,905-78.7% | $170,057-76.7% | $139,487-71.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 41.57% | 60.56%-19.0pp | 53.42%-11.8pp | 373.84%-332.3pp |
| Employer contribution / active EE | $3,667 | $7,597-51.7% | $6,790-46.0% | $4,755-22.9% |
| Participant deferral / active EE | $10,412 | $11,627-10.4% | $10,4110% | $6,713+55.1% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |