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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,140 | $129,227-24.8% | $184,260-47.3% | $77,736+25.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 50.48% | 33.24%+17.2pp | 28.84%+21.6pp | 31.26%+19.2pp |
| Employer contribution / active EE | $6,677 | $4,412+51.3% | $6,427+3.9% | $2,728+144.8% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,898-100.0% | $433-100.0% |