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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,470 | $156,616-35.2% | $133,346-23.9% | $198,609-48.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 2.81% | 44.25%-41.4pp | 36.85%-34.0pp | 202.70%-199.9pp |
| Employer contribution / active EE | $13,083 | $3,368+288.5% | $2,853+358.5% | $5,055+158.8% |
| Participant deferral / active EE | $7,833 | $4,920+59.2% | $4,332+80.8% | $6,977+12.3% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |