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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,649 | $103,038-27.6% | $90,324-17.4% | $152,909-51.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.36% | 95.25%-72.9pp | 78.15%-55.8pp | 345.46%-323.1pp |
| Employer contribution / active EE | $2,591 | $3,141-17.5% | $2,856-9.3% | $4,764-45.6% |
| Participant deferral / active EE | $4,810 | $4,282+12.3% | $3,885+23.8% | $5,851-17.8% |
| Admin fee / account holder | $51 | $6,177-99.2% | $5,356-99.1% | $11,601-99.6% |