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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,941 | $129,737-48.4% | $119,126-43.8% | $154,746-56.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 14.22% | 379.08%-364.9pp | 282.11%-267.9pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,150 | $4,375-50.9% | $4,034-46.7% | $4,379-50.9% |
| Participant deferral / active EE | $6,200 | $5,842+6.1% | $5,318+16.6% | $6,730-7.9% |
| Admin fee / account holder | $255 | $11,961-97.9% | $10,693-97.6% | $14,365-98.2% |