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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,395 | $90,486-35.5% | $78,676-25.8% | $273,972-78.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.39% | 75.62%-62.2pp | 62.19%-48.8pp | 41.46%-28.1pp |
| Employer contribution / active EE | $17,302 | $3,175+445.0% | $2,850+507.1% | $4,869+255.4% |
| Participant deferral / active EE | $6,123 | $3,901+57.0% | $3,517+74.1% | $5,287+15.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |