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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,256 | $99,995-39.7% | $85,063-29.2% | $145,978-58.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.21% | 83.99%-66.8pp | 66.54%-49.3pp | 550.52%-533.3pp |
| Employer contribution / active EE | $2,400 | $3,231-25.7% | $2,727-12.0% | $4,662-48.5% |
| Participant deferral / active EE | $12,417 | $5,295+134.5% | $4,523+174.5% | $6,690+85.6% |
| Admin fee / account holder | $272 | $7,255-96.2% | $6,155-95.6% | $13,400-98.0% |