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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,414 | $183,627-62.7% | $155,602-56.0% | $145,978-53.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.04% | 61.32%-39.3pp | 64.81%-42.8pp | 550.52%-528.5pp |
| Employer contribution / active EE | $16,677 | $5,316+213.7% | $4,675+256.7% | $4,662+257.7% |
| Participant deferral / active EE | $19,375 | $6,466+199.7% | $5,629+244.2% | $6,690+189.6% |
| Admin fee / account holder | $14 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |