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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,080 | $115,814-36.0% | $101,275-26.9% | $158,982-53.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.69% | 56.16%-33.5pp | 46.48%-23.8pp | 302.99%-280.3pp |
| Employer contribution / active EE | $14,229 | $4,176+240.8% | $3,660+288.8% | $4,763+198.8% |
| Participant deferral / active EE | $8,394 | $4,958+69.3% | $4,371+92.1% | $5,983+40.3% |
| Admin fee / account holder | $59 | $7,249-99.2% | $5,948-99.0% | $11,252-99.5% |