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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,066 | $102,638-23.9% | $81,982-4.8% | $158,982-50.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 11.88% | 61.05%-49.2pp | 41.31%-29.4pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,433 | $3,241-55.8% | $2,498-42.6% | $4,763-69.9% |
| Participant deferral / active EE | $1,778 | $4,649-61.8% | $3,722-52.2% | $5,983-70.3% |
| Admin fee / account holder | $224 | $8,237-97.3% | $5,665-96.0% | $11,252-98.0% |