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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,042 | $197,637-65.6% | $177,848-61.7% | $158,982-57.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.65% | 58.77%-49.1pp | 48.33%-38.7pp | 302.99%-293.3pp |
| Employer contribution / active EE | $4,571 | $6,698-31.8% | $5,919-22.8% | $4,763-4.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |