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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,886 | $115,814-42.2% | $101,275-34.0% | $158,982-57.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.85% | 56.16%-30.3pp | 46.48%-20.6pp | 302.99%-277.1pp |
| Employer contribution / active EE | $11,182 | $4,176+167.8% | $3,660+205.5% | $4,763+134.8% |
| Participant deferral / active EE | $7,432 | $4,958+49.9% | $4,371+70.0% | $5,983+24.2% |
| Admin fee / account holder | $73 | $7,249-99.0% | $5,948-98.8% | $11,252-99.4% |