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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,667 | $166,242-59.9% | $165,071-59.6% | $145,884-54.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.77% | 100.44%-84.7pp | 70.17%-54.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,599 | $5,283-50.8% | $4,347-40.2% | $4,662-44.3% |
| Participant deferral / active EE | $15,885 | $6,964+128.1% | $6,035+163.2% | $6,690+137.5% |
| Admin fee / account holder | $20 | $16,658-99.9% | $12,695-99.8% | $13,392-99.9% |