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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,635 | $129,737-46.3% | $119,126-41.5% | $154,746-55.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.44% | 379.08%-362.6pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,074 | $4,375-29.7% | $4,034-23.8% | $4,379-29.8% |
| Participant deferral / active EE | $7,160 | $5,842+22.6% | $5,318+34.6% | $6,730+6.4% |
| Admin fee / account holder | $286 | $11,961-97.6% | $10,693-97.3% | $14,365-98.0% |