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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,848 | $100,073-38.2% | $85,126-27.3% | $145,877-57.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.54% | 84.11%-65.6pp | 66.63%-48.1pp | 551.28%-532.7pp |
| Employer contribution / active EE | $5,176 | $3,236+59.9% | $2,731+89.5% | $4,663+11.0% |
| Participant deferral / active EE | $15,947 | $5,294+201.2% | $4,523+252.5% | $6,691+138.3% |
| Admin fee / account holder | $37 | $7,261-99.5% | $6,160-99.4% | $13,402-99.7% |