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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,728 | $115,917-48.5% | $100,535-40.6% | $158,982-62.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.09% | 34.80%-20.7pp | 30.90%-16.8pp | 302.99%-288.9pp |
| Employer contribution / active EE | $15,048 | $4,105+266.6% | $3,419+340.2% | $4,763+216.0% |
| Participant deferral / active EE | $12,920 | $6,677+93.5% | $6,271+106.0% | $5,983+115.9% |
| Admin fee / account holder | $53 | $11,002-99.5% | $8,085-99.3% | $11,252-99.5% |