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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,046 | $112,121-63.4% | $95,960-57.2% | $158,966-74.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.42% | 171.16%-153.7pp | 91.63%-74.2pp | 302.95%-285.5pp |
| Employer contribution / active EE | $1,475 | $3,199-53.9% | $2,541-42.0% | $4,762-69.0% |
| Participant deferral / active EE | $2,712 | $4,784-43.3% | $4,167-34.9% | $5,983-54.7% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |