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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,461 | $78,707-14.3% | $117,861-42.8% | $70,126-3.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.28% | 23.30%-5.0pp | 335.11%-316.8pp | 73.15%-54.9pp |
| Employer contribution / active EE | $5,973 | $2,223+168.6% | $3,786+57.8% | $2,343+155.0% |
| Participant deferral / active EE | $5,401 | $3,297+63.8% | $4,482+20.5% | $3,332+62.1% |
| Admin fee / account holder | $259 | $5,066-94.9% | $8,021-96.8% | $4,645-94.4% |