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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,175 | $108,882-42.9% | $96,754-35.7% | $154,746-59.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.33% | 98.39%-84.1pp | 82.04%-67.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,254 | $3,018-58.5% | $2,679-53.2% | $4,379-71.4% |
| Participant deferral / active EE | $17,236 | $5,323+223.8% | $4,758+262.2% | $6,730+156.1% |
| Admin fee / account holder | $145 | $10,200-98.6% | $8,905-98.4% | $14,365-99.0% |