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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,891 | $106,918-34.6% | $84,021-16.8% | $152,897-54.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.38% | 105.01%-86.6pp | 71.32%-52.9pp | 345.43%-327.0pp |
| Employer contribution / active EE | $6,531 | $2,735+138.8% | $1,984+229.2% | $4,764+37.1% |
| Participant deferral / active EE | $4,736 | $4,012+18.0% | $3,239+46.2% | $5,851-19.1% |
| Admin fee / account holder | $159 | $8,288-98.1% | $6,102-97.4% | $11,599-98.6% |