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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,704 | $211,239-67.9% | $178,528-62.1% | $145,877-53.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 40.67% | 30.22%+10.5pp | 27.11%+13.6pp | 551.28%-510.6pp |
| Employer contribution / active EE | $10,588 | $4,570+131.7% | $3,950+168.0% | $4,663+127.1% |
| Participant deferral / active EE | $6,217 | $6,963-10.7% | $6,278-1.0% | $6,691-7.1% |
| Admin fee / account holder | $267 | $12,095-97.8% | $10,419-97.4% | $13,402-98.0% |