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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,085 | $100,279-37.1% | $81,353-22.5% | $145,884-56.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.42% | 34.49%-15.1pp | 24.82%-5.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $12,443 | $2,979+317.7% | $2,464+405.0% | $4,662+166.9% |
| Participant deferral / active EE | $6,222 | $4,611+34.9% | $3,885+60.2% | $6,690-7.0% |
| Admin fee / account holder | $106 | $8,206-98.7% | $5,766-98.2% | $13,392-99.2% |