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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,014 | $197,625-65.6% | $177,840-61.8% | $158,966-57.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.86% | 58.76%-34.9pp | 48.32%-24.5pp | 302.95%-279.1pp |
| Employer contribution / active EE | $29,178 | $6,698+335.6% | $5,919+393.0% | $4,762+512.7% |
| Participant deferral / active EE | $9,750 | $8,405+16.0% | $7,714+26.4% | $5,983+63.0% |
| Admin fee / account holder | $119 | $15,405-99.2% | $12,431-99.0% | $11,250-98.9% |