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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,996 | $77,449-3.2% | $69,483+7.9% | $152,909-51.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 25.21% | 39.09%-13.9pp | 28.99%-3.8pp | 345.46%-320.3pp |
| Employer contribution / active EE | $4,500 | $3,316+35.7% | $2,780+61.9% | $4,764-5.5% |
| Participant deferral / active EE | $12,718 | $4,415+188.1% | $3,537+259.6% | $5,851+117.3% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |