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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,860 | $157,829-39.9% | $136,867-30.7% | $198,609-52.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.19% | 51.25%-40.1pp | 42.97%-31.8pp | 202.70%-191.5pp |
| Employer contribution / active EE | $18,640 | $3,923+375.2% | $3,547+425.5% | $5,055+268.7% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $104 | $11,107-99.1% | $10,340-99.0% | $19,030-99.5% |