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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,709 | $116,203-45.2% | $93,621-32.0% | $152,897-58.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 10.86% | 35.96%-25.1pp | 32.76%-21.9pp | 345.43%-334.6pp |
| Employer contribution / active EE | $7,069 | $3,219+119.6% | $2,719+160.0% | $4,764+48.4% |
| Participant deferral / active EE | $13,171 | $4,605+186.0% | $4,070+223.6% | $5,851+125.1% |
| Admin fee / account holder | $78 | $10,751-99.3% | $7,890-99.0% | $11,599-99.3% |