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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,419 | $162,821-64.1% | $133,978-56.4% | $158,982-63.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 34.17% | 41.95%-7.8pp | 45.10%-10.9pp | 302.99%-268.8pp |
| Employer contribution / active EE | $4,653 | $4,976-6.5% | $3,919+18.7% | $4,763-2.3% |
| Participant deferral / active EE | $9,450 | $5,910+59.9% | $5,047+87.2% | $5,983+57.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |