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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,177 | $149,679-43.8% | $117,039-28.1% | $147,586-43.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 14.69% | 19.31%-4.6pp | 18.95%-4.3pp | 578.59%-563.9pp |
| Employer contribution / active EE | $7,789 | $4,937+57.8% | $3,785+105.8% | $4,876+59.7% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $281 | $7,856-96.4% | $5,974-95.3% | $10,886-97.4% |