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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,524 | $110,801-43.6% | $86,615-27.8% | $167,536-62.7% |
| Participation rate | 83.3% | 75.8%+7.6pp | 71.6%+11.7pp | 82.1%+1.2pp |
| Annual return | 18.65% | 116.96%-98.3pp | 63.51%-44.9pp | 478.82%-460.2pp |
| Employer contribution / active EE | $2,054 | $3,245-36.7% | $2,496-17.7% | $4,839-57.6% |
| Participant deferral / active EE | $6,769 | $4,547+48.9% | $3,699+83.0% | $6,342+6.7% |
| Admin fee / account holder | $174 | $8,417-97.9% | $5,830-97.0% | $12,315-98.6% |