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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,348 | $102,638-35.4% | $81,982-19.1% | $158,982-58.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 16.85% | 61.05%-44.2pp | 41.31%-24.5pp | 302.99%-286.1pp |
| Employer contribution / active EE | $14,146 | $3,241+336.5% | $2,498+466.2% | $4,763+197.0% |
| Participant deferral / active EE | $13,000 | $4,649+179.6% | $3,722+249.2% | $5,983+117.3% |
| Admin fee / account holder | $195 | $8,237-97.6% | $5,665-96.6% | $11,252-98.3% |