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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,653 | $107,353-31.4% | $92,903-20.7% | $152,885-51.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.08% | 145.62%-122.5pp | 109.43%-86.4pp | 345.39%-322.3pp |
| Employer contribution / active EE | $9,719 | $4,222+130.2% | $3,653+166.0% | $4,763+104.0% |
| Participant deferral / active EE | $5,961 | $4,848+23.0% | $4,238+40.7% | $5,851+1.9% |
| Admin fee / account holder | $195 | $7,081-97.3% | $5,795-96.6% | $11,598-98.3% |