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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,044 | $85,766-20.7% | $136,298-50.1% | $70,126-3.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.42% | 31.46%-11.0pp | 5156.27%-5135.9pp | 73.15%-52.7pp |
| Employer contribution / active EE | $7,239 | $2,966+144.1% | $4,696+54.2% | $2,343+209.0% |
| Participant deferral / active EE | $7,425 | $5,051+47.0% | $6,247+18.9% | $3,332+122.9% |
| Admin fee / account holder | $287 | $5,421-94.7% | $9,244-96.9% | $4,645-93.8% |