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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,556 | $69,274+7.6% | $64,097+16.3% | $139,487-46.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.38% | 46.00%-31.6pp | 33.75%-19.4pp | 373.84%-359.5pp |
| Employer contribution / active EE | $3,072 | $3,187-3.6% | $2,750+11.7% | $4,755-35.4% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $283 | $4,247-93.3% | $3,070-90.8% | $11,407-97.5% |