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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,950 | $81,643-20.4% | $70,462-7.8% | $158,950-59.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.44% | 208.51%-190.1pp | 109.08%-90.6pp | 302.91%-284.5pp |
| Employer contribution / active EE | $2,304 | $3,218-28.4% | $2,737-15.8% | $4,762-51.6% |
| Participant deferral / active EE | $3,444 | $4,555-24.4% | $3,710-7.2% | $5,983-42.4% |
| Admin fee / account holder | $12 | $6,194-99.8% | $3,845-99.7% | $11,248-99.9% |