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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,667 | $149,741-50.8% | $118,914-38.1% | $158,982-53.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 28.50% | 19.94%+8.6pp | 35.89%-7.4pp | 302.99%-274.5pp |
| Employer contribution / active EE | $3,498 | $4,119-15.1% | $3,264+7.2% | $4,763-26.6% |
| Participant deferral / active EE | $6,816 | $5,226+30.4% | $4,266+59.8% | $5,983+13.9% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |