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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,467 | $183,627-58.4% | $155,602-50.9% | $145,978-47.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.56% | 61.32%-50.8pp | 64.81%-54.2pp | 550.52%-540.0pp |
| Employer contribution / active EE | $3,114 | $5,316-41.4% | $4,675-33.4% | $4,662-33.2% |
| Participant deferral / active EE | $7,840 | $6,466+21.3% | $5,629+39.3% | $6,690+17.2% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |