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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,142 | $100,203-33.0% | $85,240-21.2% | $145,897-54.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.51% | 84.28%-70.8pp | 66.75%-53.2pp | 552.29%-538.8pp |
| Employer contribution / active EE | $7,758 | $3,242+139.3% | $2,735+183.6% | $4,663+66.4% |
| Participant deferral / active EE | $5,721 | $5,299+8.0% | $4,527+26.4% | $6,689-14.5% |
| Admin fee / account holder | $77 | $7,265-98.9% | $6,165-98.7% | $13,390-99.4% |