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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,941 | $201,370-64.3% | $184,256-61.0% | $145,897-50.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.89% | 29.05%-14.2pp | 28.85%-14.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $6,149 | $7,024-12.5% | $6,427-4.3% | $4,663+31.9% |
| Participant deferral / active EE | $7,598 | $9,808-22.5% | $9,133-16.8% | $6,689+13.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |