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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,466 | $106,280-14.9% | $96,538-6.3% | $139,487-35.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.08% | 38.48%-18.4pp | 35.74%-15.7pp | 373.84%-353.8pp |
| Employer contribution / active EE | $18,652 | $4,107+354.1% | $3,740+398.7% | $4,755+292.3% |
| Participant deferral / active EE | $18,000 | $5,457+229.9% | $4,880+268.8% | $6,713+168.2% |
| Admin fee / account holder | $18 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |