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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,442 | $80,763-2.9% | $102,412-23.4% | $74,459+5.3% |
| 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 | 1369.70%-1357.2pp |
| Employer contribution / active EE | $5,938 | $3,160+87.9% | $3,870+53.4% | $2,626+126.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $28 | $2,371-98.8% | $8,388-99.7% | $1,945-98.6% |