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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,651 | $93,617-30.9% | $135,982-52.5% | $75,177-14.0% |
| Participation rate | 90.5% | 75.2%+15.3pp | 81.9%+8.6pp | 67.2%+23.3pp |
| Annual return | 20.59% | 30.89%-10.3pp | 68.32%-47.7pp | 160.75%-140.2pp |
| Employer contribution / active EE | $13,037 | $3,538+268.5% | $4,859+168.3% | $2,671+388.1% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |