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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,395 | $227,399-66.8% | $189,758-60.3% | $198,609-62.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.03% | 61.03%-38.0pp | 52.62%-29.6pp | 202.70%-179.7pp |
| Employer contribution / active EE | $14,913 | $5,526+169.9% | $4,767+212.9% | $5,055+195.0% |
| Participant deferral / active EE | $7,647 | $6,837+11.8% | $5,856+30.6% | $6,977+9.6% |
| Admin fee / account holder | $89 | $25,162-99.6% | $20,388-99.6% | $19,030-99.5% |