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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,047 | $108,882-38.4% | $96,754-30.7% | $154,746-56.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 19.74% | 98.39%-78.7pp | 82.04%-62.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,243 | $3,018-25.7% | $2,679-16.3% | $4,379-48.8% |
| Participant deferral / active EE | $16,605 | $5,323+212.0% | $4,758+249.0% | $6,730+146.7% |
| Admin fee / account holder | $40 | $10,200-99.6% | $8,905-99.5% | $14,365-99.7% |