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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,668 | $117,895-40.9% | $102,460-32.0% | $145,897-52.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.43% | 31.92%-15.5pp | 29.47%-13.0pp | 552.29%-535.9pp |
| Employer contribution / active EE | $5,414 | $3,619+49.6% | $3,025+79.0% | $4,663+16.1% |
| Participant deferral / active EE | $9,489 | $5,736+65.4% | $5,056+87.7% | $6,689+41.9% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |