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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,268 | $211,224-71.9% | $178,505-66.8% | $145,897-59.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.90% | 30.28%-18.4pp | 27.16%-15.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $8,000 | $4,577+74.8% | $3,955+102.3% | $4,663+71.6% |
| Participant deferral / active EE | $17,733 | $6,966+154.6% | $6,280+182.4% | $6,689+165.1% |
| Admin fee / account holder | $220 | $12,109-98.2% | $10,428-97.9% | $13,390-98.4% |