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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,026 | $115,814-36.9% | $101,275-27.9% | $158,982-54.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.71% | 56.16%-40.4pp | 46.48%-30.8pp | 302.99%-287.3pp |
| Employer contribution / active EE | $2,060 | $4,176-50.7% | $3,660-43.7% | $4,763-56.8% |
| Participant deferral / active EE | $3,214 | $4,958-35.2% | $4,371-26.5% | $5,983-46.3% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |