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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,593 | $99,079-37.8% | $78,002-21.0% | $273,972-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 4.93% | 217.93%-213.0pp | 425.99%-421.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,901 | $3,308-42.5% | $2,470-23.0% | $4,869-61.0% |
| Participant deferral / active EE | $4,826 | $4,306+12.1% | $3,497+38.0% | $5,287-8.7% |
| Admin fee / account holder | $293 | $8,954-96.7% | $5,481-94.6% | $10,133-97.1% |