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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,722 | $108,212-14.3% | $77,513+19.6% | $158,966-41.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 16.24% | 31.67%-15.4pp | 54.81%-38.6pp | 302.95%-286.7pp |
| Employer contribution / active EE | $6,535 | $1,325+393.2% | $987+562.3% | $4,762+37.2% |
| Participant deferral / active EE | $8,112 | $2,455+230.4% | $1,861+335.9% | $5,983+35.6% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |