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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,599 | $157,276-54.5% | $141,177-49.3% | $152,885-53.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.60% | 64.33%-41.7pp | 71.40%-48.8pp | 345.39%-322.8pp |
| Employer contribution / active EE | $2,420 | $5,262-54.0% | $4,736-48.9% | $4,763-49.2% |
| Participant deferral / active EE | $11,673 | $7,110+64.2% | $6,710+74.0% | $5,851+99.5% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |