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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,977 | $69,274+31.3% | $64,097+41.9% | $139,487-34.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.96% | 46.00%-31.0pp | 33.75%-18.8pp | 373.84%-358.9pp |
| Employer contribution / active EE | $14,621 | $3,187+358.8% | $2,750+431.7% | $4,755+207.5% |
| Participant deferral / active EE | $8,021 | $4,685+71.2% | $3,881+106.6% | $6,713+19.5% |
| Admin fee / account holder | $38 | $4,247-99.1% | $3,070-98.8% | $11,407-99.7% |