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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,562 | $105,856-27.7% | $90,161-15.1% | $147,586-48.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 26.65% | 37.63%-11.0pp | 34.89%-8.2pp | 578.59%-551.9pp |
| Employer contribution / active EE | $7,265 | $4,126+76.1% | $3,318+119.0% | $4,876+49.0% |
| Participant deferral / active EE | $3,617 | $5,733-36.9% | $5,287-31.6% | $5,439-33.5% |
| Admin fee / account holder | $264 | $8,046-96.7% | $5,943-95.6% | $10,886-97.6% |