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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,602 | $211,239-69.4% | $178,528-63.8% | $145,877-55.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.77% | 30.22%-16.4pp | 27.11%-13.3pp | 551.28%-537.5pp |
| Employer contribution / active EE | $7,811 | $4,570+70.9% | $3,950+97.7% | $4,663+67.5% |
| Participant deferral / active EE | $23,000 | $6,963+230.3% | $6,278+266.3% | $6,691+243.8% |
| Admin fee / account holder | $102 | $12,095-99.2% | $10,419-99.0% | $13,402-99.2% |