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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,468 | $133,998-36.2% | $112,263-23.9% | $134,545-36.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2.66% | 47.17%-44.5pp | 27.49%-24.8pp | 418.37%-415.7pp |
| Employer contribution / active EE | $25,250 | $4,040+525.0% | $3,636+594.4% | $4,742+432.5% |
| Participant deferral / active EE | $12,750 | $5,292+140.9% | $4,729+169.6% | $6,401+99.2% |
| Admin fee / account holder | $37 | $7,493-99.5% | $6,410-99.4% | $11,431-99.7% |