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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,137 | $99,995-21.9% | $85,063-8.1% | $145,978-46.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 22.50% | 83.99%-61.5pp | 66.54%-44.0pp | 550.52%-528.0pp |
| Employer contribution / active EE | $1,105 | $3,231-65.8% | $2,727-59.5% | $4,662-76.3% |
| Participant deferral / active EE | $19,400 | $5,295+266.4% | $4,523+329.0% | $6,690+190.0% |
| Admin fee / account holder | $120 | $7,255-98.3% | $6,155-98.1% | $13,400-99.1% |