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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,505 | $149,778-59.6% | $118,946-49.1% | $158,966-61.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.16% | 19.95%-3.8pp | 35.89%-19.7pp | 302.95%-286.8pp |
| Employer contribution / active EE | $6,870 | $4,117+66.9% | $3,263+110.5% | $4,762+44.3% |
| Participant deferral / active EE | $2,400 | $5,225-54.1% | $4,266-43.7% | $5,983-59.9% |
| Admin fee / account holder | $60 | $8,604-99.3% | $6,581-99.1% | $11,250-99.5% |