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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,721 | $69,274-13.8% | $64,097-6.8% | $139,487-57.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.24% | 46.00%-24.8pp | 33.75%-12.5pp | 373.84%-352.6pp |
| Employer contribution / active EE | $8,529 | $3,187+167.6% | $2,750+210.2% | $4,755+79.4% |
| Participant deferral / active EE | $3,887 | $4,685-17.0% | $3,881+0.1% | $6,713-42.1% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |