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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,199 | $152,587-41.5% | $125,175-28.7% | $152,870-41.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.58% | 54.84%-31.3pp | 43.79%-20.2pp | 345.34%-321.8pp |
| Employer contribution / active EE | $21,609 | $4,946+336.9% | $3,865+459.0% | $4,763+353.7% |
| Participant deferral / active EE | $5,170 | $5,868-11.9% | $4,937+4.7% | $5,850-11.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |