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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,230 | $157,829-54.9% | $136,867-48.0% | $198,609-64.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 19.62% | 51.25%-31.6pp | 42.97%-23.3pp | 202.70%-183.1pp |
| Employer contribution / active EE | $1,726 | $3,923-56.0% | $3,547-51.3% | $5,055-65.9% |
| Participant deferral / active EE | $9,099 | $5,463+66.6% | $4,924+84.8% | $6,977+30.4% |
| Admin fee / account holder | $40 | $11,107-99.6% | $10,340-99.6% | $19,030-99.8% |