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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,436 | $228,395-67.0% | $185,861-59.4% | $158,982-52.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 8.44% | 40.82%-32.4pp | 35.96%-27.5pp | 302.99%-294.6pp |
| Employer contribution / active EE | $9,831 | $4,968+97.9% | $4,088+140.5% | $4,763+106.4% |
| Participant deferral / active EE | $2,323 | $6,417-63.8% | $5,634-58.8% | $5,983-61.2% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |