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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,804 | $99,032-23.5% | $80,022-5.3% | $135,380-44.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 37.75% | 15.39%+22.4pp | 11.22%+26.5pp | 519.81%-482.1pp |
| Employer contribution / active EE | $3,633 | $3,043+19.4% | $2,468+47.2% | $4,779-24.0% |
| Participant deferral / active EE | $2,552 | $4,282-40.4% | $3,686-30.8% | $5,609-54.5% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |