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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,400 | $108,212-34.0% | $77,513-7.9% | $158,966-55.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 15.72% | 31.67%-16.0pp | 54.81%-39.1pp | 302.95%-287.2pp |
| Employer contribution / active EE | $8,388 | $1,325+533.0% | $987+750.1% | $4,762+76.1% |
| Participant deferral / active EE | $3,599 | $2,455+46.6% | $1,861+93.4% | $5,983-39.8% |
| Admin fee / account holder | $20 | $3,709-99.5% | $2,859-99.3% | $11,250-99.8% |