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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,439 | $103,392-27.0% | $87,104-13.4% | $152,897-50.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 14.30% | 28.10%-13.8pp | 28.19%-13.9pp | 345.43%-331.1pp |
| Employer contribution / active EE | $3,724 | $3,221+15.6% | $2,521+47.7% | $4,764-21.8% |
| Participant deferral / active EE | $10,664 | $4,778+123.2% | $4,048+163.4% | $5,851+82.3% |
| Admin fee / account holder | $33 | $12,194-99.7% | $7,491-99.6% | $11,599-99.7% |