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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,730 | $81,696-62.4% | $70,494-56.4% | $158,982-80.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 28.62% | 208.70%-180.1pp | 109.16%-80.5pp | 302.99%-274.4pp |
| Employer contribution / active EE | $1,693 | $3,220-47.4% | $2,738-38.2% | $4,763-64.5% |
| Participant deferral / active EE | $6,022 | $4,558+32.1% | $3,711+62.3% | $5,983+0.6% |
| Admin fee / account holder | $0 | $6,200-100.0% | $3,848-100.0% | $11,252-100.0% |