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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,470 | $158,852-36.8% | $121,220-17.1% | $135,380-25.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 38.07% | -0.64%+38.7pp | 16.94%+21.1pp | 519.81%-481.7pp |
| Employer contribution / active EE | $19,300 | $5,666+240.6% | $4,023+379.8% | $4,779+303.9% |
| Participant deferral / active EE | $6,000 | $4,006+49.8% | $3,345+79.4% | $5,609+7.0% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |