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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,442 | $80,748-2.9% | $102,383-23.4% | $74,429+5.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.53% | 27.57%-15.0pp | 24.94%-12.4pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $5,938 | $3,159+88.0% | $3,870+53.4% | $2,625+126.2% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $28 | $2,371-98.8% | $8,391-99.7% | $1,944-98.6% |