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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,698 | $227,597-83.9% | $189,575-80.6% | $167,536-78.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.98% | 78.44%-63.5pp | 64.19%-49.2pp | 478.82%-463.8pp |
| Employer contribution / active EE | $1,745 | $5,316-67.2% | $4,412-60.4% | $4,839-63.9% |
| Participant deferral / active EE | $5,795 | $7,002-17.2% | $6,174-6.1% | $6,342-8.6% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |