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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,613 | $95,975-45.2% | $74,549-29.4% | $135,379-61.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 2.60% | 56.96%-54.4pp | 32.53%-29.9pp | 519.79%-517.2pp |
| Employer contribution / active EE | $443 | $2,716-83.7% | $1,961-77.4% | $4,779-90.7% |
| Participant deferral / active EE | $886 | $3,844-76.9% | $3,108-71.5% | $5,609-84.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |