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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,805 | $115,814-43.2% | $101,275-35.0% | $158,982-58.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.47% | 56.16%-48.7pp | 46.48%-39.0pp | 302.99%-295.5pp |
| Employer contribution / active EE | $21,815 | $4,176+422.4% | $3,660+496.0% | $4,763+358.0% |
| Participant deferral / active EE | $8,509 | $4,958+71.6% | $4,371+94.7% | $5,983+42.2% |
| Admin fee / account holder | $14 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |