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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,889 | $141,001-51.1% | $112,228-38.6% | $139,487-50.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.62% | 32.75%-8.1pp | 30.23%-5.6pp | 373.84%-349.2pp |
| Employer contribution / active EE | $6,240 | $4,285+45.6% | $3,432+81.8% | $4,755+31.2% |
| Participant deferral / active EE | $7,800 | $5,877+32.7% | $4,800+62.5% | $6,713+16.2% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |