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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,083 | $123,412-23.0% | $69,460+36.9% | $145,978-34.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 10.78% | 191.25%-180.5pp | 100.80%-90.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $2,656 | $2,684-1.0% | $1,714+55.0% | $4,662-43.0% |
| Participant deferral / active EE | $6,357 | $4,240+50.0% | $2,890+120.0% | $6,690-5.0% |
| Admin fee / account holder | $0 | $7,816-100.0% | $4,695-100.0% | $13,400-100.0% |