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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,292 | $107,368-42.0% | $92,915-33.0% | $152,909-59.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 24.38% | 145.64%-121.3pp | 109.45%-85.1pp | 345.46%-321.1pp |
| Employer contribution / active EE | $3,259 | $4,222-22.8% | $3,653-10.8% | $4,764-31.6% |
| Participant deferral / active EE | $8,000 | $4,848+65.0% | $4,238+88.8% | $5,851+36.7% |
| Admin fee / account holder | $215 | $7,082-97.0% | $5,796-96.3% | $11,601-98.1% |