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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,336 | $127,779-49.7% | $106,551-39.6% | $167,518-61.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 11.88% | 33.87%-22.0pp | 26.80%-14.9pp | 478.71%-466.8pp |
| Employer contribution / active EE | $9,116 | $3,427+166.0% | $2,819+223.4% | $4,838+88.4% |
| Participant deferral / active EE | $6,832 | $5,088+34.3% | $4,398+55.3% | $6,342+7.7% |
| Admin fee / account holder | $146 | $11,228-98.7% | $7,408-98.0% | $12,312-98.8% |