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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,115 | $115,814-69.7% | $101,275-65.3% | $158,982-77.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.49% | 56.16%-43.7pp | 46.48%-34.0pp | 302.99%-290.5pp |
| Employer contribution / active EE | $6,955 | $4,176+66.6% | $3,660+90.0% | $4,763+46.0% |
| Participant deferral / active EE | $4,550 | $4,958-8.2% | $4,371+4.1% | $5,983-24.0% |
| Admin fee / account holder | $238 | $7,249-96.7% | $5,948-96.0% | $11,252-97.9% |