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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,721 | $106,247-25.9% | $96,515-18.4% | $139,466-43.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.86% | 38.47%-26.6pp | 35.73%-23.9pp | 373.66%-361.8pp |
| Employer contribution / active EE | $12,833 | $4,106+212.6% | $3,740+243.2% | $4,754+170.0% |
| Participant deferral / active EE | $19,833 | $5,456+263.5% | $4,880+306.5% | $6,712+195.5% |
| Admin fee / account holder | $215 | $7,885-97.3% | $6,735-96.8% | $11,409-98.1% |