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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,355 | $55,446+26.9% | $155,574-54.8% | $74,429-5.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.77% | 269.20%-255.4pp | 64.87%-51.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $2,648 | $2,266+16.9% | $4,676-43.4% | $2,625+0.9% |
| Participant deferral / active EE | $5,222 | $2,836+84.1% | $5,629-7.2% | $4,348+20.1% |
| Admin fee / account holder | $72 | $1,743-95.9% | $15,914-99.5% | $1,944-96.3% |