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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,665 | $99,995-34.3% | $85,063-22.8% | $145,978-55.0% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 14.91% | 83.99%-69.1pp | 66.54%-51.6pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,205 | $3,231-62.7% | $2,727-55.8% | $4,662-74.1% |
| Participant deferral / active EE | $9,325 | $5,295+76.1% | $4,523+106.2% | $6,690+39.4% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |