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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,267 | $126,113-52.2% | $116,096-48.1% | $155,188-61.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 20.45% | 391.72%-371.3pp | 326.25%-305.8pp | 148.84%-128.4pp |
| Employer contribution / active EE | $1,902 | $2,672-28.8% | $2,503-24.0% | $4,248-55.2% |
| Participant deferral / active EE | $3,508 | $4,162-15.7% | $3,952-11.2% | $6,531-46.3% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |