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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,030 | $70,366-14.7% | $66,674-10.0% | $138,895-56.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.13% | 386.41%-367.3pp | 321.24%-302.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,585 | $2,765-6.5% | $2,620-1.3% | $4,194-38.4% |
| Participant deferral / active EE | $5,172 | $4,374+18.2% | $4,084+26.6% | $6,396-19.1% |
| Admin fee / account holder | $274 | $5,262-94.8% | $5,098-94.6% | $12,562-97.8% |