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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,780 | $183,539-58.2% | $155,556-50.6% | $145,897-47.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.95% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $1,828 | $5,315-65.6% | $4,675-60.9% | $4,663-60.8% |
| Participant deferral / active EE | $7,063 | $6,467+9.2% | $5,631+25.4% | $6,689+5.6% |
| Admin fee / account holder | $252 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |