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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,859 | $118,919-47.1% | $88,538-29.0% | $152,885-58.9% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 23.21% | 47.92%-24.7pp | 43.64%-20.4pp | 345.39%-322.2pp |
| Employer contribution / active EE | $1,473 | $2,669-44.8% | $2,098-29.8% | $4,763-69.1% |
| Participant deferral / active EE | $3,677 | $3,549+3.6% | $2,914+26.2% | $5,851-37.2% |
| Admin fee / account holder | $12 | $5,876-99.8% | $4,310-99.7% | $11,598-99.9% |