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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,829 | $105,864-13.3% | $90,162+1.8% | $147,585-37.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.29% | 37.63%-24.3pp | 34.88%-21.6pp | 578.57%-565.3pp |
| Employer contribution / active EE | $26,067 | $4,126+531.8% | $3,318+685.7% | $4,876+434.6% |
| Participant deferral / active EE | $17,149 | $5,733+199.1% | $5,287+224.3% | $5,439+215.3% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |