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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,081 | $103,392-31.3% | $87,104-18.4% | $152,897-53.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 21.35% | 28.10%-6.7pp | 28.19%-6.8pp | 345.43%-324.1pp |
| Employer contribution / active EE | $11,229 | $3,221+248.6% | $2,521+345.4% | $4,764+135.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20 | $12,194-99.8% | $7,491-99.7% | $11,599-99.8% |