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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,038 | $91,037-34.1% | $71,671-16.2% | $147,586-59.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 24.52% | 20.48%+4.0pp | 20.65%+3.9pp | 578.59%-554.1pp |
| Employer contribution / active EE | $7,769 | $3,327+133.5% | $2,460+215.8% | $4,876+59.3% |
| Participant deferral / active EE | $8,125 | $4,498+80.6% | $3,438+136.3% | $5,439+49.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |