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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,142 | $99,921-32.8% | $85,009-21.0% | $145,959-54.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.51% | 83.89%-70.4pp | 66.47%-53.0pp | 561.95%-548.4pp |
| Employer contribution / active EE | $7,758 | $3,233+140.0% | $2,728+184.4% | $4,661+66.5% |
| Participant deferral / active EE | $5,721 | $5,293+8.1% | $4,522+26.5% | $6,689-14.5% |
| Admin fee / account holder | $77 | $7,252-98.9% | $6,153-98.7% | $13,398-99.4% |