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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,200 | $211,224-51.1% | $178,505-42.2% | $145,897-29.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.89% | 30.28%-10.4pp | 27.16%-7.3pp | 552.29%-532.4pp |
| Employer contribution / active EE | $5,070 | $4,577+10.8% | $3,955+28.2% | $4,663+8.7% |
| Participant deferral / active EE | $10,881 | $6,966+56.2% | $6,280+73.3% | $6,689+62.7% |
| Admin fee / account holder | $20 | $12,109-99.8% | $10,428-99.8% | $13,390-99.9% |