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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,580 | $166,089-63.5% | $164,928-63.3% | $145,978-58.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.16% | 100.26%-79.1pp | 70.08%-48.9pp | 550.52%-529.4pp |
| Employer contribution / active EE | $8,640 | $5,276+63.8% | $4,343+98.9% | $4,662+85.3% |
| Participant deferral / active EE | $30,500 | $6,961+338.1% | $6,034+405.5% | $6,690+355.9% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |