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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,140 | $129,159-24.8% | $184,243-47.3% | $77,714+25.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 50.48% | 33.22%+17.3pp | 28.82%+21.7pp | 31.26%+19.2pp |
| Employer contribution / active EE | $6,677 | $4,410+51.4% | $6,427+3.9% | $2,727+144.9% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,914-100.0% | $433-100.0% |