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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,747 | $103,000-34.2% | $90,300-25.0% | $152,885-55.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 25.94% | 95.19%-69.3pp | 78.11%-52.2pp | 345.39%-319.4pp |
| Employer contribution / active EE | $9,489 | $3,138+202.3% | $2,854+232.4% | $4,763+99.2% |
| Participant deferral / active EE | $8,728 | $4,281+103.9% | $3,884+124.7% | $5,851+49.2% |
| Admin fee / account holder | $15 | $6,173-99.8% | $5,353-99.7% | $11,598-99.9% |