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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,547 | $117,895-44.4% | $102,460-36.0% | $145,897-55.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.71% | 31.92%-8.2pp | 29.47%-5.8pp | 552.29%-528.6pp |
| Employer contribution / active EE | $2,575 | $3,619-28.8% | $3,025-14.9% | $4,663-44.8% |
| Participant deferral / active EE | $6,384 | $5,736+11.3% | $5,056+26.3% | $6,689-4.6% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |