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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,315 | $107,368-25.2% | $92,915-13.6% | $152,909-47.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.53% | 145.64%-123.1pp | 109.45%-86.9pp | 345.46%-322.9pp |
| Employer contribution / active EE | $13,778 | $4,222+226.3% | $3,653+277.1% | $4,764+189.2% |
| Participant deferral / active EE | $13,944 | $4,848+187.6% | $4,238+229.0% | $5,851+138.3% |
| Admin fee / account holder | $189 | $7,082-97.3% | $5,796-96.7% | $11,601-98.4% |