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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,565 | $125,237-45.3% | $105,608-35.1% | $145,877-53.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.05% | 225.76%-216.7pp | 116.50%-107.5pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,499 | $3,720-32.8% | $3,167-21.1% | $4,663-46.4% |
| Participant deferral / active EE | $8,045 | $5,711+40.9% | $5,010+60.6% | $6,691+20.2% |
| Admin fee / account holder | $235 | $17,287-98.6% | $11,028-97.9% | $13,402-98.2% |