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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,324 | $115,796-67.8% | $101,264-63.1% | $158,950-76.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.78% | 56.15%-38.4pp | 46.48%-28.7pp | 302.91%-285.1pp |
| Employer contribution / active EE | $1,888 | $4,175-54.8% | $3,660-48.4% | $4,762-60.4% |
| Participant deferral / active EE | $3,237 | $4,958-34.7% | $4,370-25.9% | $5,983-45.9% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |