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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,653 | $118,680-48.1% | $98,910-37.7% | $158,931-61.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 22.58% | 372.35%-349.8pp | 196.44%-173.9pp | 302.86%-280.3pp |
| Employer contribution / active EE | $1,989 | $3,333-40.3% | $2,689-26.0% | $4,761-58.2% |
| Participant deferral / active EE | $4,870 | $5,088-4.3% | $4,244+14.7% | $5,982-18.6% |
| Admin fee / account holder | $231 | $10,131-97.7% | $6,642-96.5% | $11,247-97.9% |