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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,834 | $118,919-24.5% | $88,538+1.5% | $152,885-41.2% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.5%+17.5pp |
| Annual return | 17.96% | 47.92%-30.0pp | 43.64%-25.7pp | 345.39%-327.4pp |
| Employer contribution / active EE | $20,898 | $2,669+683.0% | $2,098+896.0% | $4,763+338.7% |
| Participant deferral / active EE | $12,800 | $3,549+260.7% | $2,914+339.2% | $5,851+118.8% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,598-100.0% |