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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,204 | $157,829-66.3% | $136,867-61.1% | $198,609-73.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 11.33% | 51.25%-39.9pp | 42.97%-31.6pp | 202.70%-191.4pp |
| Employer contribution / active EE | $5,335 | $3,923+36.0% | $3,547+50.4% | $5,055+5.5% |
| Participant deferral / active EE | $3,437 | $5,463-37.1% | $4,924-30.2% | $6,977-50.7% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |