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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,186 | $105,856-15.7% | $90,161-1.1% | $147,586-39.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.80% | 37.63%-19.8pp | 34.89%-17.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $7,461 | $4,126+80.8% | $3,318+124.9% | $4,876+53.0% |
| Participant deferral / active EE | $4,723 | $5,733-17.6% | $5,287-10.7% | $5,439-13.2% |
| Admin fee / account holder | $20 | $8,046-99.8% | $5,943-99.7% | $10,886-99.8% |