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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,609 | $100,004-17.4% | $81,438+1.4% | $145,959-43.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 7.85% | 34.34%-26.5pp | 24.74%-16.9pp | 561.95%-554.1pp |
| Employer contribution / active EE | $11,966 | $2,970+303.0% | $2,460+386.4% | $4,661+156.7% |
| Participant deferral / active EE | $9,416 | $4,603+104.6% | $3,883+142.5% | $6,689+40.8% |
| Admin fee / account holder | $0 | $8,202-100.0% | $5,764-100.0% | $13,398-100.0% |