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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,432 | $111,535-41.3% | $105,223-37.8% | $137,256-52.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 29.78% | 237.85%-208.1pp | 180.65%-150.9pp | 220.34%-190.6pp |
| Employer contribution / active EE | $1,676 | $3,939-57.5% | $3,689-54.6% | $4,156-59.7% |
| Participant deferral / active EE | $28,167 | $5,500+412.1% | $5,072+455.4% | $6,407+339.6% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |