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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,300 | $106,918-32.4% | $84,021-14.0% | $152,897-52.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.00% | 105.01%-85.0pp | 71.32%-51.3pp | 345.43%-325.4pp |
| Employer contribution / active EE | $2,591 | $2,735-5.3% | $1,984+30.6% | $4,764-45.6% |
| Participant deferral / active EE | $11,413 | $4,012+184.4% | $3,239+252.3% | $5,851+95.1% |
| Admin fee / account holder | $131 | $8,288-98.4% | $6,102-97.9% | $11,599-98.9% |