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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,011 | $157,829-62.6% | $136,867-56.9% | $198,609-70.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 21.16% | 51.25%-30.1pp | 42.97%-21.8pp | 202.70%-181.5pp |
| Employer contribution / active EE | $5,972 | $3,923+52.2% | $3,547+68.4% | $5,055+18.1% |
| Participant deferral / active EE | $9,138 | $5,463+67.3% | $4,924+85.6% | $6,977+31.0% |
| Admin fee / account holder | $275 | $11,107-97.5% | $10,340-97.3% | $19,030-98.6% |