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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,473 | $100,895-33.1% | $90,430-25.4% | $158,950-57.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.18% | 1725.54%-1705.4pp | 1293.73%-1273.6pp | 302.91%-282.7pp |
| Employer contribution / active EE | $7,705 | $3,689+108.9% | $3,262+136.2% | $4,762+61.8% |
| Participant deferral / active EE | $11,641 | $4,347+167.8% | $3,963+193.8% | $5,983+94.6% |
| Admin fee / account holder | $288 | $6,505-95.6% | $5,613-94.9% | $11,248-97.4% |