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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,199 | $176,402-67.0% | $134,162-56.6% | $158,982-63.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 23.29% | 63.66%-40.4pp | 36.35%-13.1pp | 302.99%-279.7pp |
| Employer contribution / active EE | $10,192 | $5,042+102.1% | $3,705+175.1% | $4,763+114.0% |
| Participant deferral / active EE | $21,500 | $4,093+425.3% | $3,500+514.4% | $5,983+259.3% |
| Admin fee / account holder | $188 | $8,719-97.8% | $6,685-97.2% | $11,252-98.3% |