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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,023 | $181,062-70.2% | $158,223-65.9% | $155,188-65.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.68% | 57.39%-40.7pp | 52.09%-35.4pp | 148.84%-132.2pp |
| Employer contribution / active EE | $8,166 | $4,565+78.9% | $4,109+98.7% | $4,248+92.2% |
| Participant deferral / active EE | $2,343 | $6,134-61.8% | $5,467-57.1% | $6,531-64.1% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |