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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,067 | $99,345-31.5% | $84,753-19.7% | $273,972-75.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 44.41% | 22.93%+21.5pp | 22.78%+21.6pp | 41.46%+3.0pp |
| Employer contribution / active EE | $15,834 | $4,214+275.8% | $3,574+343.0% | $4,869+225.2% |
| Participant deferral / active EE | $12,727 | $4,270+198.1% | $3,712+242.9% | $5,287+140.7% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |