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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,651 | $69,274+0.5% | $64,097+8.7% | $139,487-50.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 32.08% | 46.00%-13.9pp | 33.75%-1.7pp | 373.84%-341.8pp |
| Employer contribution / active EE | $7,062 | $3,187+121.6% | $2,750+156.8% | $4,755+48.5% |
| Participant deferral / active EE | $30,000 | $4,685+540.3% | $3,881+672.9% | $6,713+346.9% |
| Admin fee / account holder | $20 | $4,247-99.5% | $3,070-99.3% | $11,407-99.8% |