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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,959 | $60,305-30.4% | $81,780-48.7% | $74,400-43.6% |
| Participation rate | 91.2% | 62.9%+28.3pp | 72.4%+18.8pp | 67.2%+24.0pp |
| Annual return | 16.50% | 16.89%-0.4pp | 776.27%-759.8pp | 1367.51%-1351.0pp |
| Employer contribution / active EE | $1,140 | $2,623-56.5% | $2,914-60.9% | $2,624-56.5% |
| Participant deferral / active EE | $2,999 | $3,390-11.5% | $4,321-30.6% | $4,348-31.0% |
| Admin fee / account holder | $5 | $1,484-99.7% | $7,384-99.9% | $1,944-99.8% |