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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,807 | $108,212-45.7% | $77,513-24.1% | $158,966-63.0% |
| Participation rate | 91.7% | 64.4%+27.2pp | 54.2%+37.5pp | 82.0%+9.7pp |
| Annual return | 19.42% | 31.67%-12.3pp | 54.81%-35.4pp | 302.95%-283.5pp |
| Employer contribution / active EE | $2,573 | $1,325+94.2% | $987+160.8% | $4,762-46.0% |
| Participant deferral / active EE | $15,683 | $2,455+538.7% | $1,861+742.7% | $5,983+162.1% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |