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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,174 | $116,203-56.0% | $93,621-45.3% | $152,909-66.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.85% | 35.96%-19.1pp | 32.76%-15.9pp | 345.46%-328.6pp |
| Employer contribution / active EE | $9,696 | $3,219+201.2% | $2,719+256.7% | $4,764+103.5% |
| Participant deferral / active EE | $6,450 | $4,605+40.1% | $4,070+58.5% | $5,851+10.2% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |