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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,340 | $185,905-53.0% | $170,057-48.6% | $139,487-37.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.17% | 60.56%-30.4pp | 53.42%-23.2pp | 373.84%-343.7pp |
| Employer contribution / active EE | $2,404 | $7,597-68.4% | $6,790-64.6% | $4,755-49.4% |
| Participant deferral / active EE | $8,411 | $11,627-27.7% | $10,411-19.2% | $6,713+25.3% |
| Admin fee / account holder | $50 | $15,397-99.7% | $12,826-99.6% | $11,407-99.6% |