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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,444 | $81,643-16.2% | $70,462-2.9% | $158,950-56.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.74% | 208.51%-203.8pp | 109.08%-104.3pp | 302.91%-298.2pp |
| Employer contribution / active EE | $1,542 | $3,218-52.1% | $2,737-43.7% | $4,762-67.6% |
| Participant deferral / active EE | $13,625 | $4,555+199.1% | $3,710+267.3% | $5,983+127.7% |
| Admin fee / account holder | $60 | $6,194-99.0% | $3,845-98.4% | $11,248-99.5% |