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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,023 | $172,111-68.6% | $150,298-64.1% | $137,256-60.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.68% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $8,166 | $4,636+76.1% | $4,154+96.6% | $4,156+96.5% |
| Participant deferral / active EE | $2,343 | $6,166-62.0% | $5,453-57.0% | $6,407-63.4% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |