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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,994 | $107,368-22.7% | $92,915-10.7% | $152,909-45.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.05% | 145.64%-124.6pp | 109.45%-88.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $2,218 | $4,222-47.5% | $3,653-39.3% | $4,764-53.4% |
| Participant deferral / active EE | $5,586 | $4,848+15.2% | $4,238+31.8% | $5,851-4.5% |
| Admin fee / account holder | $92 | $7,082-98.7% | $5,796-98.4% | $11,601-99.2% |