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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,798 | $111,878-43.9% | $93,727-33.0% | $145,897-57.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.22% | 204.28%-190.1pp | 133.83%-119.6pp | 552.29%-538.1pp |
| Employer contribution / active EE | $3,438 | $3,092+11.2% | $2,421+42.0% | $4,663-26.3% |
| Participant deferral / active EE | $15,250 | $4,920+209.9% | $4,417+245.2% | $6,689+128.0% |
| Admin fee / account holder | $230 | $10,256-97.8% | $8,292-97.2% | $13,390-98.3% |