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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,246 | $115,814-48.0% | $101,275-40.5% | $158,982-62.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.71% | 56.16%-31.4pp | 46.48%-21.8pp | 302.99%-278.3pp |
| Employer contribution / active EE | $6,145 | $4,176+47.1% | $3,660+67.9% | $4,763+29.0% |
| Participant deferral / active EE | $14,358 | $4,958+189.6% | $4,371+228.5% | $5,983+140.0% |
| Admin fee / account holder | $204 | $7,249-97.2% | $5,948-96.6% | $11,252-98.2% |