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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,891 | $101,618-41.1% | $93,063-35.6% | $137,256-56.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 26.83% | 223.95%-197.1pp | 34.15%-7.3pp | 220.34%-193.5pp |
| Employer contribution / active EE | $6,427 | $2,707+137.4% | $2,476+159.6% | $4,156+54.7% |
| Participant deferral / active EE | $10,470 | $4,279+144.7% | $3,958+164.5% | $6,407+63.4% |
| Admin fee / account holder | $65 | $6,198-99.0% | $6,033-98.9% | $12,270-99.5% |