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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,694 | $115,810-49.3% | $101,271-42.0% | $158,966-63.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.90% | 56.15%-42.3pp | 46.48%-32.6pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,544 | $4,175-39.1% | $3,660-30.5% | $4,762-46.6% |
| Participant deferral / active EE | $5,648 | $4,958+13.9% | $4,371+29.2% | $5,983-5.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |