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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,115 | $117,904-48.2% | $102,457-40.4% | $145,978-58.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 57.34% | 31.80%+25.5pp | 29.41%+27.9pp | 550.52%-493.2pp |
| Employer contribution / active EE | $3,061 | $3,613-15.3% | $3,022+1.3% | $4,662-34.3% |
| Participant deferral / active EE | $8,288 | $5,733+44.6% | $5,054+64.0% | $6,690+23.9% |
| Admin fee / account holder | $240 | $13,329-98.2% | $9,451-97.5% | $13,400-98.2% |