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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,026 | $93,346-31.4% | $71,796-10.8% | $273,972-76.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 27.77% | 130.39%-102.6pp | 78.04%-50.3pp | 41.46%-13.7pp |
| Employer contribution / active EE | $5,366 | $2,733+96.3% | $1,924+178.8% | $4,869+10.2% |
| Participant deferral / active EE | $26,832 | $3,475+672.1% | $2,794+860.2% | $5,287+407.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |