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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,459 | $227,597-70.4% | $189,575-64.4% | $167,536-59.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.68% | 78.44%-62.8pp | 64.19%-48.5pp | 478.82%-463.1pp |
| Employer contribution / active EE | $7,750 | $5,316+45.8% | $4,412+75.6% | $4,839+60.1% |
| Participant deferral / active EE | $17,285 | $7,002+146.9% | $6,174+180.0% | $6,342+172.5% |
| Admin fee / account holder | $225 | $11,877-98.1% | $9,806-97.7% | $12,315-98.2% |