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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,863 | $176,402-29.8% | $134,155-7.7% | $158,950-22.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 24.44% | 63.66%-39.2pp | 36.34%-11.9pp | 302.91%-278.5pp |
| Employer contribution / active EE | $13,875 | $5,042+175.2% | $3,705+274.5% | $4,762+191.4% |
| Participant deferral / active EE | $10,239 | $4,093+150.2% | $3,500+192.6% | $5,983+71.1% |
| Admin fee / account holder | $60 | $8,719-99.3% | $6,685-99.1% | $11,248-99.5% |