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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,189 | $176,794-46.7% | $146,647-35.8% | $167,553-43.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.65% | 24.04%-7.4pp | 22.75%-6.1pp | 478.89%-462.2pp |
| Employer contribution / active EE | $11,119 | $5,161+115.4% | $4,137+168.8% | $4,840+129.7% |
| Participant deferral / active EE | $5,769 | $6,440-10.4% | $5,506+4.8% | $6,343-9.0% |
| Admin fee / account holder | $227 | $13,262-98.3% | $10,281-97.8% | $12,316-98.2% |