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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,053 | $73,102-8.3% | $123,552-45.7% | $56,287+19.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 23.49% | 3.01%+20.5pp | 119.20%-95.7pp | -9.96%+33.5pp |
| Employer contribution / active EE | $6,235 | $2,977+109.5% | $4,628+34.7% | $2,111+195.4% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-99.9% | $9,285-100.0% | $521-99.9% |