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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,858 | $157,296-55.6% | $141,191-50.5% | $152,897-54.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.38% | 64.34%-39.0pp | 71.41%-46.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $13,303 | $5,262+152.8% | $4,736+180.9% | $4,764+179.3% |
| Participant deferral / active EE | $9,775 | $7,111+37.5% | $6,710+45.7% | $5,851+67.1% |
| Admin fee / account holder | $228 | $12,125-98.1% | $10,264-97.8% | $11,599-98.0% |