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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,023 | $99,053-42.4% | $88,179-35.3% | $138,895-58.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 23.12% | 78.17%-55.0pp | 64.97%-41.8pp | 145.39%-122.3pp |
| Employer contribution / active EE | $2,430 | $2,882-15.7% | $2,549-4.7% | $4,194-42.1% |
| Participant deferral / active EE | $8,770 | $5,225+67.8% | $4,614+90.1% | $6,396+37.1% |
| Admin fee / account holder | $119 | $8,748-98.6% | $7,673-98.4% | $12,562-99.1% |