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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,088 | $101,069-32.6% | $81,478-16.4% | $147,585-53.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.48% | 32.40%-17.9pp | 38.78%-24.3pp | 578.57%-564.1pp |
| Employer contribution / active EE | $10,953 | $3,205+241.7% | $2,568+326.6% | $4,876+124.6% |
| Participant deferral / active EE | $17,099 | $4,242+303.1% | $3,537+383.5% | $5,439+214.4% |
| Admin fee / account holder | $57 | $5,812-99.0% | $4,561-98.8% | $10,885-99.5% |