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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,512 | $103,393-29.9% | $87,103-16.8% | $152,909-52.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 26.81% | 28.10%-1.3pp | 28.19%-1.4pp | 345.46%-318.7pp |
| Employer contribution / active EE | $14,804 | $3,221+359.6% | $2,521+487.1% | $4,764+210.8% |
| Participant deferral / active EE | $9,824 | $4,778+105.6% | $4,049+142.6% | $5,851+67.9% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |