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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,585 | $127,790-49.5% | $106,555-39.4% | $167,536-61.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 16.12% | 33.88%-17.8pp | 26.80%-10.7pp | 478.82%-462.7pp |
| Employer contribution / active EE | $6,775 | $3,428+97.6% | $2,819+140.3% | $4,839+40.0% |
| Participant deferral / active EE | $6,921 | $5,088+36.0% | $4,399+57.3% | $6,342+9.1% |
| Admin fee / account holder | $20 | $11,229-99.8% | $7,408-99.7% | $12,315-99.8% |