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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,536 | $211,224-56.2% | $178,505-48.2% | $145,897-36.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.93% | 30.28%-9.3pp | 27.16%-6.2pp | 552.29%-531.4pp |
| Employer contribution / active EE | $6,000 | $4,577+31.1% | $3,955+51.7% | $4,663+28.7% |
| Participant deferral / active EE | $30,500 | $6,966+337.9% | $6,280+385.6% | $6,689+356.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |