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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,659 | $103,008-87.7% | $90,304-86.0% | $152,897-91.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 45.06% | 95.22%-50.2pp | 78.13%-33.1pp | 345.43%-300.4pp |
| Employer contribution / active EE | $2,802 | $3,139-10.7% | $2,855-1.8% | $4,764-41.2% |
| Participant deferral / active EE | $4,519 | $4,281+5.5% | $3,885+16.3% | $5,851-22.8% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |