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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,223 | $73,988-9.1% | $96,538-30.4% | $75,177-10.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 54.18% | 26.73%+27.5pp | 35.74%+18.4pp | 160.75%-106.6pp |
| Employer contribution / active EE | $9,504 | $2,930+224.3% | $3,740+154.1% | $2,671+255.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $5,220-100.0% | $6,737-100.0% | $5,651-100.0% |