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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,802 | $103,008-33.2% | $90,304-23.8% | $152,897-55.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.37% | 95.22%-71.9pp | 78.13%-54.8pp | 345.43%-322.1pp |
| Employer contribution / active EE | $5,131 | $3,139+63.4% | $2,855+79.7% | $4,764+7.7% |
| Participant deferral / active EE | $11,933 | $4,281+178.7% | $3,885+207.1% | $5,851+103.9% |
| Admin fee / account holder | $178 | $6,175-97.1% | $5,354-96.7% | $11,599-98.5% |