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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,190 | $201,372-67.6% | $184,260-64.6% | $145,884-55.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.03% | 29.04%-5.0pp | 28.84%-4.8pp | 551.85%-527.8pp |
| Employer contribution / active EE | $2,400 | $7,024-65.8% | $6,427-62.7% | $4,662-48.5% |
| Participant deferral / active EE | $23,000 | $9,808+134.5% | $9,133+151.8% | $6,690+243.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |