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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,675 | $172,111-64.7% | $150,298-59.6% | $137,256-55.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.11% | 69.37%-45.3pp | 62.79%-38.7pp | 220.34%-196.2pp |
| Employer contribution / active EE | $13,269 | $4,636+186.2% | $4,154+219.4% | $4,156+219.3% |
| Participant deferral / active EE | $9,595 | $6,166+55.6% | $5,453+76.0% | $6,407+49.8% |
| Admin fee / account holder | $190 | $16,471-98.8% | $14,116-98.7% | $12,270-98.5% |