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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,467 | $183,592-62.7% | $155,574-56.0% | $145,877-53.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $15,437 | $5,317+190.3% | $4,676+230.1% | $4,663+231.1% |
| Participant deferral / active EE | $7,167 | $6,466+10.8% | $5,629+27.3% | $6,691+7.1% |
| Admin fee / account holder | $190 | $19,316-99.0% | $15,914-98.8% | $13,402-98.6% |