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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,706 | $162,821-52.9% | $133,978-42.7% | $158,982-51.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.90% | 41.95%-22.0pp | 45.10%-25.2pp | 302.99%-283.1pp |
| Employer contribution / active EE | $15,837 | $4,976+218.3% | $3,919+304.1% | $4,763+232.5% |
| Participant deferral / active EE | $9,750 | $5,910+65.0% | $5,047+93.2% | $5,983+62.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |