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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,232 | $127,790-25.5% | $106,554-10.6% | $167,553-43.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.24% | 33.88%-21.6pp | 26.80%-14.6pp | 478.89%-466.6pp |
| Employer contribution / active EE | $13,066 | $3,427+281.2% | $2,819+363.5% | $4,840+170.0% |
| Participant deferral / active EE | $6,825 | $5,088+34.1% | $4,398+55.2% | $6,343+7.6% |
| Admin fee / account holder | $17 | $11,231-99.9% | $7,408-99.8% | $12,316-99.9% |