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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,357 | $162,812-51.3% | $133,971-40.8% | $158,966-50.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.48% | 41.94%-19.5pp | 45.09%-22.6pp | 302.95%-280.5pp |
| Employer contribution / active EE | $8,737 | $4,976+75.6% | $3,919+122.9% | $4,762+83.4% |
| Participant deferral / active EE | $9,772 | $5,910+65.3% | $5,047+93.6% | $5,983+63.3% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |