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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,768 | $107,353-26.6% | $92,903-15.2% | $152,885-48.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.37% | 145.62%-122.2pp | 109.43%-86.1pp | 345.39%-322.0pp |
| Employer contribution / active EE | $2,779 | $4,222-34.2% | $3,653-23.9% | $4,763-41.7% |
| Participant deferral / active EE | $9,791 | $4,848+102.0% | $4,238+131.0% | $5,851+67.3% |
| Admin fee / account holder | $20 | $7,081-99.7% | $5,795-99.7% | $11,598-99.8% |