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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,152 | $157,829-60.6% | $136,867-54.6% | $198,609-68.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 10.65% | 51.25%-40.6pp | 42.97%-32.3pp | 202.70%-192.1pp |
| Employer contribution / active EE | $6,060 | $3,923+54.5% | $3,547+70.8% | $5,055+19.9% |
| Participant deferral / active EE | $6,328 | $5,463+15.8% | $4,924+28.5% | $6,977-9.3% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |