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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,735 | $52,884+16.7% | $84,753-27.2% | $55,167+11.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 13.61% | 18.03%-4.4pp | 22.78%-9.2pp | 169.23%-155.6pp |
| Employer contribution / active EE | $7,007 | $2,233+213.7% | $3,574+96.0% | $1,963+257.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $1 | $581-99.9% | $5,333-100.0% | $504-99.8% |