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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,593 | $118,877-40.6% | $96,570-26.9% | $167,536-57.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.66% | 50.50%-37.8pp | 37.79%-25.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $4,906 | $3,121+57.2% | $2,357+108.1% | $4,839+1.4% |
| Participant deferral / active EE | $11,805 | $4,617+155.7% | $3,849+206.7% | $6,342+86.1% |
| Admin fee / account holder | $18 | $8,069-99.8% | $6,182-99.7% | $12,315-99.9% |