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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,989 | $162,812-61.3% | $133,971-53.0% | $158,966-60.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.04% | 41.94%-28.9pp | 45.09%-32.1pp | 302.95%-289.9pp |
| Employer contribution / active EE | $3,054 | $4,976-38.6% | $3,919-22.1% | $4,762-35.9% |
| Participant deferral / active EE | $3,308 | $5,910-44.0% | $5,047-34.5% | $5,983-44.7% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |