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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,599 | $110,337-34.2% | $102,383-29.1% | $145,877-50.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.54% | 24.83%-6.3pp | 24.94%-6.4pp | 551.28%-532.7pp |
| Employer contribution / active EE | $12,175 | $4,216+188.8% | $3,870+214.6% | $4,663+161.1% |
| Participant deferral / active EE | $9,001 | $5,621+60.1% | $5,060+77.9% | $6,691+34.5% |
| Admin fee / account holder | $185 | $9,750-98.1% | $8,391-97.8% | $13,402-98.6% |