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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,642 | $176,402-57.1% | $134,162-43.6% | $158,982-52.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 15.15% | 63.66%-48.5pp | 36.35%-21.2pp | 302.99%-287.8pp |
| Employer contribution / active EE | $12,495 | $5,042+147.8% | $3,705+237.3% | $4,763+162.3% |
| Participant deferral / active EE | $9,585 | $4,093+134.2% | $3,500+173.9% | $5,983+60.2% |
| Admin fee / account holder | $216 | $8,719-97.5% | $6,685-96.8% | $11,252-98.1% |