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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,486 | $103,038-30.6% | $90,324-20.9% | $152,909-53.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.06% | 95.25%-71.2pp | 78.15%-54.1pp | 345.46%-321.4pp |
| Employer contribution / active EE | $11,210 | $3,141+256.9% | $2,856+292.5% | $4,764+135.3% |
| Participant deferral / active EE | $10,778 | $4,282+151.7% | $3,885+177.4% | $5,851+84.2% |
| Admin fee / account holder | $168 | $6,177-97.3% | $5,356-96.9% | $11,601-98.5% |