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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,022 | $183,592-59.7% | $155,574-52.4% | $145,877-49.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.76% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $4,593 | $5,317-13.6% | $4,676-1.8% | $4,663-1.5% |
| Participant deferral / active EE | $7,434 | $6,466+15.0% | $5,629+32.1% | $6,691+11.1% |
| Admin fee / account holder | $300 | $19,316-98.4% | $15,914-98.1% | $13,402-97.8% |