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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,941 | $134,817-50.3% | $123,973-46.0% | $155,188-56.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.22% | 515.49%-501.3pp | 388.13%-373.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $2,150 | $4,425-51.4% | $4,126-47.9% | $4,248-49.4% |
| Participant deferral / active EE | $6,200 | $5,706+8.7% | $5,247+18.2% | $6,531-5.1% |
| Admin fee / account holder | $255 | $13,245-98.1% | $11,799-97.8% | $14,480-98.2% |