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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,098 | $115,903-44.7% | $100,528-36.2% | $158,966-59.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 11.89% | 34.80%-22.9pp | 30.90%-19.0pp | 302.95%-291.1pp |
| Employer contribution / active EE | $9,663 | $4,105+135.4% | $3,419+182.7% | $4,762+102.9% |
| Participant deferral / active EE | $6,500 | $6,677-2.6% | $6,271+3.6% | $5,983+8.6% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |