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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,642 | $108,911-45.2% | $100,392-40.6% | $145,884-59.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.88% | 58.23%-40.3pp | 49.45%-31.6pp | 551.85%-534.0pp |
| Employer contribution / active EE | $7,781 | $4,420+76.0% | $3,941+97.4% | $4,662+66.9% |
| Participant deferral / active EE | $8,969 | $8,459+6.0% | $8,090+10.9% | $6,690+34.1% |
| Admin fee / account holder | $78 | $9,698-99.2% | $7,904-99.0% | $13,392-99.4% |