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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,545 | $172,111-63.7% | $150,298-58.4% | $137,256-54.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.21% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,383 | $4,636-70.2% | $4,154-66.7% | $4,156-66.7% |
| Participant deferral / active EE | $11,904 | $6,166+93.1% | $5,453+118.3% | $6,407+85.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |