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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,798 | $232,540-63.5% | $185,117-54.2% | $147,586-42.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 8.32% | 43.03%-34.7pp | 40.50%-32.2pp | 578.59%-570.3pp |
| Employer contribution / active EE | $17,797 | $5,195+242.6% | $4,182+325.6% | $4,876+265.0% |
| Participant deferral / active EE | $2,000 | $5,834-65.7% | $5,045-60.4% | $5,439-63.2% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |