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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,616 | $227,597-58.9% | $189,575-50.6% | $167,536-44.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.48% | 78.44%-66.0pp | 64.19%-51.7pp | 478.82%-466.3pp |
| Employer contribution / active EE | $3,332 | $5,316-37.3% | $4,412-24.5% | $4,839-31.2% |
| Participant deferral / active EE | $9,503 | $7,002+35.7% | $6,174+53.9% | $6,342+49.8% |
| Admin fee / account holder | $20 | $11,877-99.8% | $9,806-99.8% | $12,315-99.8% |