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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,838 | $115,814-50.9% | $101,275-43.9% | $158,982-64.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.03% | 56.16%-35.1pp | 46.48%-25.5pp | 302.99%-282.0pp |
| Employer contribution / active EE | $2,630 | $4,176-37.0% | $3,660-28.1% | $4,763-44.8% |
| Participant deferral / active EE | $9,267 | $4,958+86.9% | $4,371+112.0% | $5,983+54.9% |
| Admin fee / account holder | $192 | $7,249-97.4% | $5,948-96.8% | $11,252-98.3% |