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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,230 | $72,071-1.2% | $68,368+4.2% | $137,256-48.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.62% | 353.14%-333.5pp | 292.57%-272.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,726 | $2,788-38.1% | $2,649-34.9% | $4,156-58.5% |
| Participant deferral / active EE | $9,099 | $4,410+106.3% | $4,123+120.7% | $6,407+42.0% |
| Admin fee / account holder | $40 | $5,336-99.3% | $5,150-99.2% | $12,270-99.7% |