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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,629 | $102,422-40.8% | $147,117-58.8% | $80,959-25.1% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 13.00% | 135.16%-122.2pp | 420.54%-407.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $5,631 | $3,717+51.5% | $4,932+14.2% | $2,757+104.2% |
| Participant deferral / active EE | $6,739 | $6,652+1.3% | $8,065-16.4% | $4,300+56.7% |
| Admin fee / account holder | $89 | $7,953-98.9% | $12,993-99.3% | $6,925-98.7% |