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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,440 | $108,911-41.8% | $100,392-36.8% | $145,884-56.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.36% | 58.23%-42.9pp | 49.45%-34.1pp | 551.85%-536.5pp |
| Employer contribution / active EE | $2,450 | $4,420-44.6% | $3,941-37.9% | $4,662-47.5% |
| Participant deferral / active EE | $6,378 | $8,459-24.6% | $8,090-21.2% | $6,690-4.7% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |