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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,086 | $85,175-16.5% | $172,757-58.9% | $72,977-2.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.51% | 27.32%-7.8pp | 803.06%-783.5pp | 81.02%-61.5pp |
| Employer contribution / active EE | $6,348 | $3,324+91.0% | $5,144+23.4% | $2,440+160.2% |
| Participant deferral / active EE | $6,206 | $3,260+90.4% | $5,198+19.4% | $3,608+72.0% |
| Admin fee / account holder | $0 | $5,880-100.0% | $13,956-100.0% | $5,124-100.0% |