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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,481 | $211,224-68.5% | $178,505-62.8% | $145,897-54.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.66% | 30.28%-14.6pp | 27.16%-11.5pp | 552.29%-536.6pp |
| Employer contribution / active EE | $8,060 | $4,577+76.1% | $3,955+103.8% | $4,663+72.9% |
| Participant deferral / active EE | $7,070 | $6,966+1.5% | $6,280+12.6% | $6,689+5.7% |
| Admin fee / account holder | $224 | $12,109-98.2% | $10,428-97.9% | $13,390-98.3% |