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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,656 | $152,587-57.6% | $125,175-48.3% | $152,870-57.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.40% | 54.84%-32.4pp | 43.79%-21.4pp | 345.34%-322.9pp |
| Employer contribution / active EE | $9,120 | $4,946+84.4% | $3,865+135.9% | $4,763+91.5% |
| Participant deferral / active EE | $4,345 | $5,868-26.0% | $4,937-12.0% | $5,850-25.7% |
| Admin fee / account holder | $95 | $13,434-99.3% | $9,702-99.0% | $11,597-99.2% |