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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,048 | $157,829-68.3% | $136,867-63.4% | $198,609-74.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 22.58% | 51.25%-28.7pp | 42.97%-20.4pp | 202.70%-180.1pp |
| Employer contribution / active EE | $6,645 | $3,923+69.4% | $3,547+87.4% | $5,055+31.5% |
| Participant deferral / active EE | $15,008 | $5,463+174.7% | $4,924+204.8% | $6,977+115.1% |
| Admin fee / account holder | $59 | $11,107-99.5% | $10,340-99.4% | $19,030-99.7% |