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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,736 | $110,337-41.3% | $102,383-36.8% | $145,877-55.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.65% | 24.83%-9.2pp | 24.94%-9.3pp | 551.28%-535.6pp |
| Employer contribution / active EE | $10,023 | $4,216+137.7% | $3,870+159.0% | $4,663+115.0% |
| Participant deferral / active EE | $8,845 | $5,621+57.4% | $5,060+74.8% | $6,691+32.2% |
| Admin fee / account holder | $81 | $9,750-99.2% | $8,391-99.0% | $13,402-99.4% |