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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,734 | $96,643-13.4% | $86,617-3.3% | $139,456-40.0% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 14.08% | 106.57%-92.5pp | 591.91%-577.8pp | 373.45%-359.4pp |
| Employer contribution / active EE | $2,598 | $3,264-20.4% | $3,023-14.1% | $4,753-45.3% |
| Participant deferral / active EE | $7,615 | $4,835+57.5% | $4,437+71.6% | $6,711+13.5% |
| Admin fee / account holder | $10 | $6,406-99.8% | $5,613-99.8% | $11,407-99.9% |