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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,665 | $100,073-34.4% | $85,126-22.9% | $145,877-55.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 14.91% | 84.11%-69.2pp | 66.63%-51.7pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,205 | $3,236-62.8% | $2,731-55.9% | $4,663-74.2% |
| Participant deferral / active EE | $9,325 | $5,294+76.1% | $4,523+106.2% | $6,691+39.4% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |