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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,446 | $82,979-23.5% | $102,383-38.0% | $77,714-18.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 46.92% | 19.11%+27.8pp | 24.94%+22.0pp | 31.26%+15.7pp |
| Employer contribution / active EE | $8,695 | $3,554+144.7% | $3,870+124.7% | $2,727+218.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |