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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,081 | $99,079-26.2% | $78,002-6.3% | $273,972-73.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.60% | 217.93%-209.3pp | 425.99%-417.4pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,570 | $3,308-22.3% | $2,470+4.0% | $4,869-47.2% |
| Participant deferral / active EE | $4,312 | $4,306+0.1% | $3,497+23.3% | $5,287-18.5% |
| Admin fee / account holder | $157 | $8,954-98.2% | $5,481-97.1% | $10,133-98.5% |