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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,714 | $176,794-57.7% | $146,647-49.1% | $167,553-55.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.23% | 24.04%-8.8pp | 22.75%-7.5pp | 478.89%-463.7pp |
| Employer contribution / active EE | $20,478 | $5,161+296.8% | $4,137+395.0% | $4,840+323.1% |
| Participant deferral / active EE | $18,200 | $6,440+182.6% | $5,506+230.5% | $6,343+186.9% |
| Admin fee / account holder | $165 | $13,262-98.8% | $10,281-98.4% | $12,316-98.7% |