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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,386 | $110,379-21.7% | $102,412-15.6% | $145,884-40.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 37.98% | 24.84%+13.1pp | 24.94%+13.0pp | 551.85%-513.9pp |
| Employer contribution / active EE | $3,715 | $4,216-11.9% | $3,870-4.0% | $4,662-20.3% |
| Participant deferral / active EE | $10,863 | $5,622+93.2% | $5,060+114.7% | $6,690+62.4% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |