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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,227 | $162,812-41.5% | $133,971-28.9% | $158,966-40.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.05% | 41.94%-25.9pp | 45.09%-29.0pp | 302.95%-286.9pp |
| Employer contribution / active EE | $2,936 | $4,976-41.0% | $3,919-25.1% | $4,762-38.3% |
| Participant deferral / active EE | $9,319 | $5,910+57.7% | $5,047+84.6% | $5,983+55.8% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |