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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,874 | $166,089-60.3% | $164,928-60.1% | $145,978-54.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.63% | 100.26%-86.6pp | 70.08%-56.4pp | 550.52%-536.9pp |
| Employer contribution / active EE | $8,461 | $5,276+60.4% | $4,343+94.8% | $4,662+81.5% |
| Participant deferral / active EE | $15,000 | $6,961+115.5% | $6,034+148.6% | $6,690+124.2% |
| Admin fee / account holder | $76 | $16,641-99.5% | $12,684-99.4% | $13,400-99.4% |