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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,104 | $118,877-20.0% | $96,570-1.5% | $167,536-43.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.37% | 50.50%-36.1pp | 37.79%-23.4pp | 478.82%-464.4pp |
| Employer contribution / active EE | $7,412 | $3,121+137.5% | $2,357+214.4% | $4,839+53.2% |
| Participant deferral / active EE | $6,500 | $4,617+40.8% | $3,849+68.9% | $6,342+2.5% |
| Admin fee / account holder | $192 | $8,069-97.6% | $6,182-96.9% | $12,315-98.4% |