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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,266 | $124,336-49.9% | $111,303-44.1% | $167,518-62.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 36.96% | 37.45%-0.5pp | 54.66%-17.7pp | 478.71%-441.7pp |
| Employer contribution / active EE | $6,746 | $3,436+96.3% | $2,731+147.0% | $4,838+39.4% |
| Participant deferral / active EE | $4,425 | $5,181-14.6% | $4,487-1.4% | $6,342-30.2% |
| Admin fee / account holder | $198 | $10,623-98.1% | $7,966-97.5% | $12,312-98.4% |