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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,164 | $49,896+34.6% | $80,627-16.7% | $75,173-10.7% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 16.77% | 34.67%-17.9pp | 936.76%-920.0pp | 160.72%-144.0pp |
| Employer contribution / active EE | $2,285 | $1,699+34.5% | $2,723-16.1% | $2,671-14.5% |
| Participant deferral / active EE | $6,311 | $2,992+110.9% | $4,443+42.0% | $4,126+52.9% |
| Admin fee / account holder | $204 | $3,578-94.3% | $5,381-96.2% | $5,651-96.4% |