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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,035 | $104,251-28.0% | $91,004-17.5% | $147,586-49.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 28.39% | 27.06%+1.3pp | 4.60%+23.8pp | 578.59%-550.2pp |
| Employer contribution / active EE | $4,883 | $3,116+56.7% | $2,456+98.8% | $4,876+0.1% |
| Participant deferral / active EE | $13,817 | $4,195+229.4% | $3,548+289.5% | $5,439+154.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |