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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,991 | $93,071-26.9% | $74,583-8.8% | $273,968-75.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 38.42% | 26.18%+12.2pp | 20.47%+18.0pp | 41.45%-3.0pp |
| Employer contribution / active EE | $13,333 | $3,160+322.0% | $2,525+428.0% | $4,869+173.9% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |