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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,729 | $124,330-27.8% | $109,173-17.8% | $167,536-46.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.30% | 26.04%-7.7pp | 25.75%-7.5pp | 478.82%-460.5pp |
| Employer contribution / active EE | $7,500 | $4,209+78.2% | $3,723+101.5% | $4,839+55.0% |
| Participant deferral / active EE | $10,026 | $5,256+90.7% | $4,654+115.4% | $6,342+58.1% |
| Admin fee / account holder | $5 | $7,974-99.9% | $6,755-99.9% | $12,315-100.0% |