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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,312 | $183,592-63.9% | $155,567-57.4% | $145,959-54.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.52% | 61.24%-46.7pp | 64.74%-50.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $10,258 | $5,315+93.0% | $4,674+119.5% | $4,661+120.1% |
| Participant deferral / active EE | $10,436 | $6,464+61.4% | $5,628+85.4% | $6,689+56.0% |
| Admin fee / account holder | $250 | $19,318-98.7% | $15,916-98.4% | $13,398-98.1% |