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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,705 | $109,967-62.1% | $97,197-57.1% | $145,877-71.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.78% | 244.27%-229.5pp | 75.47%-60.7pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,656 | $3,077-46.2% | $2,723-39.2% | $4,663-64.5% |
| Participant deferral / active EE | $2,807 | $4,676-40.0% | $4,263-34.2% | $6,691-58.0% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |