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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,450 | $50,554+49.2% | $67,681+11.5% | $87,485-13.8% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 11.46% | 17.81%-6.4pp | 590.58%-579.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $2,703 | $1,988+35.9% | $2,678+0.9% | $2,596+4.1% |
| Participant deferral / active EE | $4,888 | $2,961+65.1% | $3,976+22.9% | $4,274+14.4% |
| Admin fee / account holder | $45 | $4,132-98.9% | $6,100-99.3% | $7,775-99.4% |