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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,710 | $129,737-52.4% | $119,126-48.2% | $154,746-60.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.53% | 379.08%-363.5pp | 282.11%-266.6pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,496 | $4,375-65.8% | $4,034-62.9% | $4,379-65.8% |
| Participant deferral / active EE | $6,121 | $5,842+4.8% | $5,318+15.1% | $6,730-9.1% |
| Admin fee / account holder | $136 | $11,961-98.9% | $10,693-98.7% | $14,365-99.1% |