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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,382 | $166,242-60.1% | $165,071-59.8% | $145,884-54.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.04% | 100.44%-89.4pp | 70.17%-59.1pp | 551.85%-540.8pp |
| Employer contribution / active EE | $9,645 | $5,283+82.6% | $4,347+121.8% | $4,662+106.9% |
| Participant deferral / active EE | $9,068 | $6,964+30.2% | $6,035+50.3% | $6,690+35.6% |
| Admin fee / account holder | $223 | $16,658-98.7% | $12,695-98.2% | $13,392-98.3% |