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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,854 | $108,882-44.1% | $96,754-37.1% | $154,746-60.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.36% | 98.39%-77.0pp | 82.04%-60.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $5,251 | $3,018+74.0% | $2,679+96.0% | $4,379+19.9% |
| Participant deferral / active EE | $16,158 | $5,323+203.6% | $4,758+239.6% | $6,730+140.1% |
| Admin fee / account holder | $67 | $10,200-99.3% | $8,905-99.3% | $14,365-99.5% |