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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,250 | $83,337-22.9% | $67,834-5.3% | $273,972-76.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.50% | 259.45%-252.9pp | 138.47%-132.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $9,768 | $3,287+197.1% | $2,403+306.4% | $4,869+100.6% |
| Participant deferral / active EE | $3,267 | $4,088-20.1% | $3,160+3.4% | $5,287-38.2% |
| Admin fee / account holder | $65 | $6,752-99.0% | $4,622-98.6% | $10,133-99.4% |