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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,903 | $150,412-58.8% | $120,574-48.7% | $145,884-57.6% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 14.44% | 154.50%-140.1pp | 107.42%-93.0pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,980 | $4,355-54.5% | $3,471-42.9% | $4,662-57.5% |
| Participant deferral / active EE | $2,928 | $6,175-52.6% | $4,996-41.4% | $6,690-56.2% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |