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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,648 | $107,941-36.4% | $91,994-25.4% | $152,897-55.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 21.06% | 89.28%-68.2pp | 69.04%-48.0pp | 345.43%-324.4pp |
| Employer contribution / active EE | $6,632 | $4,212+57.5% | $3,453+92.1% | $4,764+39.2% |
| Participant deferral / active EE | $8,567 | $6,366+34.6% | $5,924+44.6% | $5,851+46.4% |
| Admin fee / account holder | $165 | $10,521-98.4% | $7,744-97.9% | $11,599-98.6% |