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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,540 | $183,627-63.2% | $155,602-56.6% | $145,978-53.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 67.80% | 61.32%+6.5pp | 64.81%+3.0pp | 550.52%-482.7pp |
| Employer contribution / active EE | $1,036 | $5,316-80.5% | $4,675-77.8% | $4,662-77.8% |
| Participant deferral / active EE | $4,231 | $6,466-34.6% | $5,629-24.8% | $6,690-36.8% |
| Admin fee / account holder | $74 | $19,327-99.6% | $15,923-99.5% | $13,400-99.4% |