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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,265 | $110,337-38.1% | $102,383-33.3% | $145,877-53.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.83% | 24.83%-12.0pp | 24.94%-12.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $5,875 | $4,216+39.4% | $3,870+51.8% | $4,663+26.0% |
| Participant deferral / active EE | $11,413 | $5,621+103.0% | $5,060+125.6% | $6,691+70.6% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |