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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,678 | $114,013-24.9% | $103,693-17.4% | $155,188-44.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.22% | 49.31%-32.1pp | 47.61%-30.4pp | 148.84%-131.6pp |
| Employer contribution / active EE | $5,970 | $3,131+90.7% | $2,920+104.4% | $4,248+40.5% |
| Participant deferral / active EE | $15,000 | $4,970+201.8% | $4,579+227.6% | $6,531+129.7% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |