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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,115 | $117,829-48.1% | $102,423-40.3% | $145,877-58.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 57.34% | 31.83%+25.5pp | 29.42%+27.9pp | 551.28%-493.9pp |
| Employer contribution / active EE | $3,061 | $3,615-15.3% | $3,023+1.3% | $4,663-34.4% |
| Participant deferral / active EE | $8,288 | $5,732+44.6% | $5,054+64.0% | $6,691+23.9% |
| Admin fee / account holder | $240 | $13,335-98.2% | $9,455-97.5% | $13,402-98.2% |