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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,719 | $162,821-63.3% | $133,978-55.4% | $158,982-62.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.87% | 41.95%-30.1pp | 45.10%-33.2pp | 302.99%-291.1pp |
| Employer contribution / active EE | $17,214 | $4,976+245.9% | $3,919+339.2% | $4,763+261.4% |
| Participant deferral / active EE | $8,667 | $5,910+46.6% | $5,047+71.7% | $5,983+44.8% |
| Admin fee / account holder | $85 | $11,742-99.3% | $8,930-99.1% | $11,252-99.2% |