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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,792 | $95,406-25.8% | $185,849-61.9% | $85,847-17.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.52% | 23.59%-8.1pp | 122.10%-106.6pp | 318.61%-303.1pp |
| Employer contribution / active EE | $4,214 | $3,314+27.2% | $5,169-18.5% | $2,565+64.3% |
| Participant deferral / active EE | $2,177 | $3,424-36.4% | $5,569-60.9% | $3,952-44.9% |
| Admin fee / account holder | $288 | $7,214-96.0% | $16,244-98.2% | $6,261-95.4% |