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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,292 | $106,280-40.4% | $96,538-34.4% | $139,487-54.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.82% | 38.48%-25.7pp | 35.74%-22.9pp | 373.84%-361.0pp |
| Employer contribution / active EE | $11,572 | $4,107+181.8% | $3,740+209.4% | $4,755+143.4% |
| Participant deferral / active EE | $13,466 | $5,457+146.8% | $4,880+175.9% | $6,713+100.6% |
| Admin fee / account holder | $197 | $7,888-97.5% | $6,737-97.1% | $11,407-98.3% |