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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,076 | $132,634-63.8% | $115,768-58.5% | $137,256-65.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 21.09% | 160.70%-139.6pp | 100.46%-79.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $4,873 | $3,360+45.1% | $2,940+65.8% | $4,156+17.3% |
| Participant deferral / active EE | $6,558 | $5,619+16.7% | $4,917+33.4% | $6,407+2.4% |
| Admin fee / account holder | $209 | $15,028-98.6% | $12,439-98.3% | $12,270-98.3% |