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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,051 | $101,063-34.6% | $81,473-18.9% | $147,586-55.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.52% | 32.41%-10.9pp | 38.78%-17.3pp | 578.59%-557.1pp |
| Employer contribution / active EE | $20,591 | $3,206+542.3% | $2,568+701.8% | $4,876+322.2% |
| Participant deferral / active EE | $10,200 | $4,242+140.4% | $3,537+188.4% | $5,439+87.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |