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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,535 | $156,616-46.7% | $133,346-37.4% | $198,609-57.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 24.85% | 44.25%-19.4pp | 36.85%-12.0pp | 202.70%-177.9pp |
| Employer contribution / active EE | $14,089 | $3,368+318.3% | $2,853+393.8% | $5,055+178.7% |
| Participant deferral / active EE | $13,346 | $4,920+171.3% | $4,332+208.1% | $6,977+91.3% |
| Admin fee / account holder | $80 | $17,468-99.5% | $14,264-99.4% | $19,030-99.6% |