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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,838 | $107,353-30.3% | $92,903-19.4% | $152,885-51.0% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.5%+8.5pp |
| Annual return | 24.84% | 145.62%-120.8pp | 109.43%-84.6pp | 345.39%-320.5pp |
| Employer contribution / active EE | $2,639 | $4,222-37.5% | $3,653-27.8% | $4,763-44.6% |
| Participant deferral / active EE | $6,167 | $4,848+27.2% | $4,238+45.5% | $5,851+5.4% |
| Admin fee / account holder | $49 | $7,081-99.3% | $5,795-99.2% | $11,598-99.6% |