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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,783 | $157,296-60.7% | $141,191-56.2% | $152,897-59.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 34.48% | 64.34%-29.9pp | 71.41%-36.9pp | 345.43%-311.0pp |
| Employer contribution / active EE | $6,969 | $5,262+32.4% | $4,736+47.2% | $4,764+46.3% |
| Participant deferral / active EE | $11,689 | $7,111+64.4% | $6,710+74.2% | $5,851+99.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |