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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,915 | $115,814-46.5% | $101,275-38.9% | $158,982-61.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.41% | 56.16%-30.7pp | 46.48%-21.1pp | 302.99%-277.6pp |
| Employer contribution / active EE | $3,400 | $4,176-18.6% | $3,660-7.1% | $4,763-28.6% |
| Participant deferral / active EE | $10,489 | $4,958+111.5% | $4,371+140.0% | $5,983+75.3% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |