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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,225 | $98,240-26.5% | $82,312-12.3% | $147,586-51.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.94% | 30.85%-15.9pp | 25.88%-10.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $5,342 | $3,192+67.4% | $2,428+120.0% | $4,876+9.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $198 | $8,563-97.7% | $5,608-96.5% | $10,886-98.2% |