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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,436 | $97,125-44.0% | $86,233-36.9% | $137,256-60.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.04% | 74.19%-63.2pp | 61.39%-50.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $16,543 | $2,841+482.2% | $2,504+560.6% | $4,156+298.0% |
| Participant deferral / active EE | $9,877 | $5,180+90.7% | $4,559+116.6% | $6,407+54.2% |
| Admin fee / account holder | $80 | $9,725-99.2% | $8,342-99.0% | $12,270-99.4% |