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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,375 | $162,821-59.8% | $133,978-51.2% | $158,982-58.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.69% | 41.95%-24.3pp | 45.10%-27.4pp | 302.99%-285.3pp |
| Employer contribution / active EE | $13,590 | $4,976+173.1% | $3,919+246.8% | $4,763+185.3% |
| Participant deferral / active EE | $22,750 | $5,910+284.9% | $5,047+350.7% | $5,983+280.2% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |