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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,018 | $100,139-23.1% | $85,187-9.6% | $145,884-47.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.40% | 84.15%-63.8pp | 66.67%-46.3pp | 551.85%-531.4pp |
| Employer contribution / active EE | $9,205 | $3,238+184.3% | $2,732+236.9% | $4,662+97.4% |
| Participant deferral / active EE | $13,248 | $5,296+150.2% | $4,525+192.8% | $6,690+98.0% |
| Admin fee / account holder | $7 | $7,262-99.9% | $6,162-99.9% | $13,392-99.9% |