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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,571 | $69,248+4.8% | $64,101+13.2% | $139,466-48.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.08% | 45.95%-34.9pp | 33.72%-22.6pp | 373.66%-362.6pp |
| Employer contribution / active EE | $7,070 | $3,185+122.0% | $2,749+157.2% | $4,754+48.7% |
| Participant deferral / active EE | $3,129 | $4,682-33.2% | $3,881-19.4% | $6,712-53.4% |
| Admin fee / account holder | $288 | $4,247-93.2% | $3,070-90.6% | $11,409-97.5% |