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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,821 | $102,422-33.8% | $147,117-53.9% | $80,959-16.2% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 14.80% | 135.16%-120.4pp | 420.54%-405.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $3,087 | $3,717-17.0% | $4,932-37.4% | $2,757+11.9% |
| Participant deferral / active EE | $8,234 | $6,652+23.8% | $8,065+2.1% | $4,300+91.5% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |