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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,978 | $162,812-56.4% | $133,971-47.0% | $158,966-55.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.66% | 41.94%-29.3pp | 45.09%-32.4pp | 302.95%-290.3pp |
| Employer contribution / active EE | $4,697 | $4,976-5.6% | $3,919+19.9% | $4,762-1.4% |
| Participant deferral / active EE | $10,639 | $5,910+80.0% | $5,047+110.8% | $5,983+77.8% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |