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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,425 | $102,385-46.8% | $147,080-63.0% | $80,935-32.8% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 16.10% | 135.09%-119.0pp | 420.17%-404.1pp | 35.66%-19.6pp |
| Employer contribution / active EE | $3,812 | $3,717+2.6% | $4,933-22.7% | $2,757+38.3% |
| Participant deferral / active EE | $10,362 | $6,651+55.8% | $8,066+28.5% | $4,299+141.0% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |