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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,522 | $108,212-22.8% | $77,513+7.8% | $158,966-47.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.99% | 31.67%-14.7pp | 54.81%-37.8pp | 302.95%-286.0pp |
| Employer contribution / active EE | $2,004 | $1,325+51.3% | $987+103.1% | $4,762-57.9% |
| Participant deferral / active EE | $10,625 | $2,455+332.7% | $1,861+470.9% | $5,983+77.6% |
| Admin fee / account holder | $20 | $3,709-99.5% | $2,859-99.3% | $11,250-99.8% |