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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,973 | $107,368-32.0% | $92,915-21.5% | $152,909-52.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.43% | 145.64%-122.2pp | 109.45%-86.0pp | 345.46%-322.0pp |
| Employer contribution / active EE | $3,146 | $4,222-25.5% | $3,653-13.9% | $4,764-34.0% |
| Participant deferral / active EE | $5,705 | $4,848+17.7% | $4,238+34.6% | $5,851-2.5% |
| Admin fee / account holder | $23 | $7,082-99.7% | $5,796-99.6% | $11,601-99.8% |