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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,196 | $111,535-48.7% | $105,223-45.6% | $137,256-58.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.32% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,601 | $3,939+42.2% | $3,689+51.9% | $4,156+34.8% |
| Participant deferral / active EE | $34,877 | $5,500+534.1% | $5,072+587.7% | $6,407+444.4% |
| Admin fee / account holder | $283 | $9,721-97.1% | $8,859-96.8% | $12,270-97.7% |