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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,022 | $88,707-9.8% | $74,184+7.9% | $273,972-70.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 59.92% | 11.94%+48.0pp | 17.74%+42.2pp | 41.46%+18.5pp |
| Employer contribution / active EE | $21,091 | $3,159+567.6% | $2,370+789.9% | $4,869+333.2% |
| Participant deferral / active EE | $6,384 | $4,212+51.6% | $3,550+79.8% | $5,287+20.7% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |