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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,376 | $176,838-65.9% | $146,685-58.8% | $167,518-64.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 21.55% | 24.04%-2.5pp | 22.75%-1.2pp | 478.71%-457.2pp |
| Employer contribution / active EE | $22,195 | $5,161+330.0% | $4,137+436.5% | $4,838+358.7% |
| Participant deferral / active EE | $13,449 | $6,441+108.8% | $5,507+144.2% | $6,342+112.1% |
| Admin fee / account holder | $20 | $13,262-99.8% | $10,281-99.8% | $12,312-99.8% |