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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,478 | $106,894-26.6% | $84,016-6.6% | $152,870-48.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.97% | 104.99%-89.0pp | 71.31%-55.3pp | 345.34%-329.4pp |
| Employer contribution / active EE | $15,984 | $2,734+484.6% | $1,983+705.9% | $4,763+235.6% |
| Participant deferral / active EE | $13,771 | $4,011+243.3% | $3,239+325.2% | $5,850+135.4% |
| Admin fee / account holder | $60 | $8,286-99.3% | $6,101-99.0% | $11,597-99.5% |