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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,774 | $157,829-52.0% | $136,867-44.6% | $198,609-61.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 23.44% | 51.25%-27.8pp | 42.97%-19.5pp | 202.70%-179.3pp |
| Employer contribution / active EE | $7,088 | $3,923+80.7% | $3,547+99.8% | $5,055+40.2% |
| Participant deferral / active EE | $16,458 | $5,463+201.3% | $4,924+234.3% | $6,977+135.9% |
| Admin fee / account holder | $96 | $11,107-99.1% | $10,340-99.1% | $19,030-99.5% |