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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,721 | $185,856-64.1% | $170,028-60.8% | $139,456-52.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.84% | 60.52%-33.7pp | 53.39%-26.5pp | 373.45%-346.6pp |
| Employer contribution / active EE | $17,267 | $7,593+127.4% | $6,788+154.4% | $4,753+263.3% |
| Participant deferral / active EE | $16,000 | $11,623+37.7% | $10,409+53.7% | $6,711+138.4% |
| Admin fee / account holder | $260 | $15,387-98.3% | $12,820-98.0% | $11,407-97.7% |