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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,308 | $101,618-48.5% | $93,063-43.8% | $137,256-61.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.78% | 223.95%-203.2pp | 34.15%-13.4pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,544 | $2,707+30.9% | $2,476+43.1% | $4,156-14.7% |
| Participant deferral / active EE | $6,950 | $4,279+62.4% | $3,958+75.6% | $6,407+8.5% |
| Admin fee / account holder | $104 | $6,198-98.3% | $6,033-98.3% | $12,270-99.1% |