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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,239 | $157,304-57.3% | $141,197-52.4% | $152,909-56.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.42% | 64.34%-45.9pp | 71.41%-53.0pp | 345.46%-327.0pp |
| Employer contribution / active EE | $3,333 | $5,263-36.7% | $4,736-29.6% | $4,764-30.0% |
| Participant deferral / active EE | $16,667 | $7,111+134.4% | $6,710+148.4% | $5,851+184.8% |
| Admin fee / account holder | $214 | $12,126-98.2% | $10,265-97.9% | $11,601-98.2% |