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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,675 | $107,363-43.5% | $92,909-34.7% | $152,897-60.3% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 18.37% | 145.63%-127.3pp | 109.44%-91.1pp | 345.43%-327.1pp |
| Employer contribution / active EE | $1,415 | $4,222-66.5% | $3,653-61.3% | $4,764-70.3% |
| Participant deferral / active EE | $4,732 | $4,848-2.4% | $4,238+11.6% | $5,851-19.1% |
| Admin fee / account holder | $32 | $7,082-99.5% | $5,795-99.4% | $11,599-99.7% |