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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,645 | $102,385-39.8% | $147,080-58.1% | $80,935-23.8% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 12.98% | 135.09%-122.1pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $4,230 | $3,717+13.8% | $4,933-14.2% | $2,757+53.5% |
| Participant deferral / active EE | $11,772 | $6,651+77.0% | $8,066+45.9% | $4,299+173.8% |
| Admin fee / account holder | $135 | $7,951-98.3% | $12,989-99.0% | $6,924-98.1% |