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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,444 | $81,664-16.2% | $70,476-2.9% | $158,966-56.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 4.74% | 208.59%-203.9pp | 109.12%-104.4pp | 302.95%-298.2pp |
| Employer contribution / active EE | $1,542 | $3,219-52.1% | $2,738-43.7% | $4,762-67.6% |
| Participant deferral / active EE | $13,625 | $4,556+199.0% | $3,710+267.2% | $5,983+127.7% |
| Admin fee / account holder | $60 | $6,197-99.0% | $3,847-98.4% | $11,250-99.5% |