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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,442 | $80,731-2.8% | $103,374-24.1% | $74,546+5.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 12.53% | 27.56%-15.0pp | 24.89%-12.4pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $5,938 | $3,158+88.0% | $3,869+53.5% | $2,624+126.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $28 | $2,369-98.8% | $8,394-99.7% | $1,944-98.6% |