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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,776 | $81,643-30.5% | $70,462-19.4% | $158,950-64.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 11.85% | 208.51%-196.7pp | 109.08%-97.2pp | 302.91%-291.1pp |
| Employer contribution / active EE | $1,703 | $3,218-47.1% | $2,737-37.8% | $4,762-64.2% |
| Participant deferral / active EE | $5,835 | $4,555+28.1% | $3,710+57.3% | $5,983-2.5% |
| Admin fee / account holder | $61 | $6,194-99.0% | $3,845-98.4% | $11,248-99.5% |