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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,587 | $135,905-48.8% | $126,068-44.8% | $198,609-65.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 46.15% | 14.07%+32.1pp | 15.01%+31.1pp | 202.70%-156.5pp |
| Employer contribution / active EE | $6,936 | $4,245+63.4% | $3,968+74.8% | $5,055+37.2% |
| Participant deferral / active EE | $19,367 | $8,523+127.2% | $8,214+135.8% | $6,977+177.6% |
| Admin fee / account holder | $68 | $21,036-99.7% | $18,264-99.6% | $19,030-99.6% |