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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,798 | $111,830-43.8% | $93,696-33.0% | $145,884-57.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.22% | 204.08%-189.9pp | 133.74%-119.5pp | 551.85%-537.6pp |
| Employer contribution / active EE | $3,438 | $3,093+11.1% | $2,422+41.9% | $4,662-26.3% |
| Participant deferral / active EE | $15,250 | $4,920+210.0% | $4,417+245.3% | $6,690+128.0% |
| Admin fee / account holder | $230 | $10,249-97.8% | $8,287-97.2% | $13,392-98.3% |