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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,959 | $60,393-30.5% | $81,820-48.7% | $74,429-43.6% |
| Participation rate | 91.2% | 62.9%+28.3pp | 72.4%+18.8pp | 67.2%+24.0pp |
| Annual return | 16.50% | 16.89%-0.4pp | 777.93%-761.4pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $1,140 | $2,626-56.6% | $2,915-60.9% | $2,625-56.6% |
| Participant deferral / active EE | $2,999 | $3,397-11.7% | $4,323-30.6% | $4,348-31.0% |
| Admin fee / account holder | $5 | $1,491-99.7% | $7,391-99.9% | $1,944-99.8% |