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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,243 | $183,627-55.8% | $155,602-47.8% | $145,978-44.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.64% | 61.32%-45.7pp | 64.81%-49.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,660 | $5,316-68.8% | $4,675-64.5% | $4,662-64.4% |
| Participant deferral / active EE | $3,069 | $6,466-52.5% | $5,629-45.5% | $6,690-54.1% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |