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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,291 | $110,410-37.2% | $102,437-32.4% | $145,897-52.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.23% | 24.85%-7.6pp | 24.95%-7.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $8,640 | $4,217+104.9% | $3,871+123.2% | $4,663+85.3% |
| Participant deferral / active EE | $9,917 | $5,622+76.4% | $5,060+96.0% | $6,689+48.3% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |