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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,731 | $112,933-44.5% | $90,970-31.0% | $158,982-60.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 9.59% | 215.82%-206.2pp | 134.60%-125.0pp | 302.99%-293.4pp |
| Employer contribution / active EE | $2,101 | $2,893-27.4% | $2,122-1.0% | $4,763-55.9% |
| Participant deferral / active EE | $7,721 | $4,128+87.0% | $3,373+128.9% | $5,983+29.0% |
| Admin fee / account holder | $286 | $8,047-96.4% | $5,961-95.2% | $11,252-97.5% |