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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,291 | $110,337-37.2% | $102,383-32.3% | $145,877-52.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.23% | 24.83%-7.6pp | 24.94%-7.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $8,640 | $4,216+104.9% | $3,870+123.2% | $4,663+85.3% |
| Participant deferral / active EE | $9,917 | $5,621+76.4% | $5,060+96.0% | $6,691+48.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |