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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,022 | $176,786-45.7% | $146,643-34.5% | $167,536-42.7% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $7,007 | $5,161+35.8% | $4,137+69.4% | $4,839+44.8% |
| Participant deferral / active EE | $6,052 | $6,440-6.0% | $5,506+9.9% | $6,342-4.6% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |