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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,455 | $160,028-62.2% | $147,080-58.9% | $145,884-58.6% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 21.03% | 98.60%-77.6pp | 420.17%-399.1pp | 551.85%-530.8pp |
| Employer contribution / active EE | $3,309 | $5,286-37.4% | $4,933-32.9% | $4,662-29.0% |
| Participant deferral / active EE | $6,929 | $8,422-17.7% | $8,066-14.1% | $6,690+3.6% |
| Admin fee / account holder | $44 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |