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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,118 | $131,835-49.1% | $108,582-38.2% | $273,972-75.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 27.31% | -91.57%+118.9pp | -51.70%+79.0pp | 41.46%-14.1pp |
| Employer contribution / active EE | $18,455 | $4,913+275.6% | $3,758+391.0% | $4,869+279.0% |
| Participant deferral / active EE | $10,048 | $5,127+96.0% | $4,311+133.1% | $5,287+90.0% |
| Admin fee / account holder | $99 | $10,253-99.0% | $7,645-98.7% | $10,133-99.0% |