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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,844 | $157,296-58.1% | $141,191-53.4% | $152,897-56.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 44.30% | 64.34%-20.0pp | 71.41%-27.1pp | 345.43%-301.1pp |
| Employer contribution / active EE | $3,449 | $5,262-34.5% | $4,736-27.2% | $4,764-27.6% |
| Participant deferral / active EE | $14,363 | $7,111+102.0% | $6,710+114.1% | $5,851+145.5% |
| Admin fee / account holder | $252 | $12,125-97.9% | $10,264-97.5% | $11,599-97.8% |