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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,668 | $115,814-51.1% | $101,275-44.0% | $158,982-64.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.59% | 56.16%-41.6pp | 46.48%-31.9pp | 302.99%-288.4pp |
| Employer contribution / active EE | $8,074 | $4,176+93.3% | $3,660+120.6% | $4,763+69.5% |
| Participant deferral / active EE | $4,874 | $4,958-1.7% | $4,371+11.5% | $5,983-18.5% |
| Admin fee / account holder | $195 | $7,249-97.3% | $5,948-96.7% | $11,252-98.3% |