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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,018 | $110,303-29.3% | $95,759-18.5% | $139,487-44.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.50% | 27.19%-12.7pp | 28.42%-13.9pp | 373.84%-359.3pp |
| Employer contribution / active EE | $27,877 | $3,261+754.9% | $2,836+882.9% | $4,755+486.3% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $93 | $6,615-98.6% | $5,678-98.4% | $11,407-99.2% |