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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,941 | $111,535-40.0% | $105,223-36.4% | $137,256-51.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.22% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,150 | $3,939-45.4% | $3,689-41.7% | $4,156-48.3% |
| Participant deferral / active EE | $6,200 | $5,500+12.7% | $5,072+22.2% | $6,407-3.2% |
| Admin fee / account holder | $255 | $9,721-97.4% | $8,859-97.1% | $12,270-97.9% |