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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,367 | $95,188-62.8% | $76,518-53.8% | $135,380-73.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 67.81% | 4.85%+63.0pp | -0.27%+68.1pp | 519.81%-452.0pp |
| Employer contribution / active EE | $3,015 | $3,303-8.7% | $2,647+13.9% | $4,779-36.9% |
| Participant deferral / active EE | $8,026 | $4,640+73.0% | $3,836+109.2% | $5,609+43.1% |
| Admin fee / account holder | $247 | $6,249-96.0% | $4,849-94.9% | $10,828-97.7% |