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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,662 | $152,592-57.0% | $125,180-47.5% | $152,885-57.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 26.55% | 54.84%-28.3pp | 43.79%-17.2pp | 345.39%-318.8pp |
| Employer contribution / active EE | $5,924 | $4,947+19.8% | $3,866+53.3% | $4,763+24.4% |
| Participant deferral / active EE | $11,185 | $5,868+90.6% | $4,937+126.6% | $5,851+91.2% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |