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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,394 | $211,239-57.2% | $178,528-49.4% | $145,877-38.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.71% | 30.22%-19.5pp | 27.11%-16.4pp | 551.28%-540.6pp |
| Employer contribution / active EE | $9,697 | $4,570+112.2% | $3,950+145.5% | $4,663+108.0% |
| Participant deferral / active EE | $7,181 | $6,963+3.1% | $6,278+14.4% | $6,691+7.3% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |