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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,846 | $115,814-31.1% | $101,275-21.2% | $158,982-49.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.90% | 56.16%-34.3pp | 46.48%-24.6pp | 302.99%-281.1pp |
| Employer contribution / active EE | $12,141 | $4,176+190.8% | $3,660+231.7% | $4,763+154.9% |
| Participant deferral / active EE | $12,816 | $4,958+158.5% | $4,371+193.2% | $5,983+114.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |