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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,308 | $103,392-45.5% | $87,104-35.4% | $152,897-63.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 30.14% | 28.10%+2.0pp | 28.19%+1.9pp | 345.43%-315.3pp |
| Employer contribution / active EE | $6,055 | $3,221+88.0% | $2,521+140.1% | $4,764+27.1% |
| Participant deferral / active EE | $7,676 | $4,778+60.6% | $4,048+89.6% | $5,851+31.2% |
| Admin fee / account holder | $44 | $12,194-99.6% | $7,491-99.4% | $11,599-99.6% |