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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,819 | $102,429-30.9% | $147,096-51.9% | $80,925-12.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.89% | 135.02%-123.1pp | 419.75%-407.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $4,519 | $3,716+21.6% | $4,936-8.5% | $2,756+63.9% |
| Participant deferral / active EE | $3,695 | $6,649-44.4% | $8,071-54.2% | $4,299-14.0% |
| Admin fee / account holder | $75 | $7,957-99.1% | $13,005-99.4% | $6,940-98.9% |