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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,662 | $93,346-28.6% | $71,796-7.2% | $273,972-75.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 13.15% | 130.39%-117.2pp | 78.04%-64.9pp | 41.46%-28.3pp |
| Employer contribution / active EE | $6,156 | $2,733+125.2% | $1,924+219.9% | $4,869+26.4% |
| Participant deferral / active EE | $7,200 | $3,475+107.2% | $2,794+157.7% | $5,287+36.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |