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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,635 | $183,592-58.3% | $155,567-50.7% | $145,959-47.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.52% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $3,560 | $5,315-33.0% | $4,674-23.8% | $4,661-23.6% |
| Participant deferral / active EE | $9,077 | $6,464+40.4% | $5,628+61.3% | $6,689+35.7% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |