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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,993 | $115,814-71.5% | $101,275-67.4% | $158,982-79.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.19% | 56.16%-40.0pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $6,198 | $4,176+48.4% | $3,660+69.3% | $4,763+30.1% |
| Participant deferral / active EE | $4,368 | $4,958-11.9% | $4,371-0.1% | $5,983-27.0% |
| Admin fee / account holder | $203 | $7,249-97.2% | $5,948-96.6% | $11,252-98.2% |