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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,529 | $93,098-10.3% | $77,081+8.4% | $134,509-37.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 34.20% | 62.63%-28.4pp | 42.33%-8.1pp | 418.13%-383.9pp |
| Employer contribution / active EE | $20,679 | $3,419+504.8% | $2,813+635.0% | $4,741+336.2% |
| Participant deferral / active EE | $14,299 | $5,239+172.9% | $4,428+222.9% | $6,400+123.4% |
| Admin fee / account holder | $58 | $6,945-99.2% | $5,427-98.9% | $11,427-99.5% |