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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,721 | $81,664-26.9% | $70,476-15.3% | $158,966-62.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.40% | 208.59%-190.2pp | 109.12%-90.7pp | 302.95%-284.5pp |
| Employer contribution / active EE | $3,736 | $3,219+16.1% | $2,738+36.4% | $4,762-21.6% |
| Participant deferral / active EE | $2,225 | $4,556-51.2% | $3,710-40.0% | $5,983-62.8% |
| Admin fee / account holder | $60 | $6,197-99.0% | $3,847-98.4% | $11,250-99.5% |