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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,683 | $100,147-14.4% | $81,286+5.4% | $145,877-41.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 25.22% | 34.44%-9.2pp | 24.80%+0.4pp | 551.28%-526.1pp |
| Employer contribution / active EE | $4,069 | $2,977+36.7% | $2,463+65.2% | $4,663-12.7% |
| Participant deferral / active EE | $20,427 | $4,607+343.4% | $3,883+426.0% | $6,691+205.3% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |