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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,585 | $77,449-16.6% | $69,483-7.0% | $152,909-57.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 7.32% | 39.09%-31.8pp | 28.99%-21.7pp | 345.46%-338.1pp |
| Employer contribution / active EE | $5,170 | $3,316+55.9% | $2,780+86.0% | $4,764+8.5% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |