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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,656 | $106,923-32.0% | $84,023-13.5% | $152,909-52.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.71% | 105.02%-87.3pp | 71.32%-53.6pp | 345.46%-327.8pp |
| Employer contribution / active EE | $1,030 | $2,735-62.4% | $1,984-48.1% | $4,764-78.4% |
| Participant deferral / active EE | $4,634 | $4,013+15.5% | $3,239+43.0% | $5,851-20.8% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |