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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,550 | $211,288-65.2% | $178,540-58.8% | $145,884-49.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.83% | 30.27%-15.4pp | 27.15%-12.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $5,818 | $4,574+27.2% | $3,953+47.2% | $4,662+24.8% |
| Participant deferral / active EE | $11,825 | $6,967+69.7% | $6,281+88.3% | $6,690+76.8% |
| Admin fee / account holder | $247 | $12,105-98.0% | $10,424-97.6% | $13,392-98.2% |