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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,680 | $101,069-32.0% | $81,478-15.7% | $147,585-53.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.29% | 32.40%-13.1pp | 38.78%-19.5pp | 578.57%-559.3pp |
| Employer contribution / active EE | $11,991 | $3,205+274.1% | $2,568+367.0% | $4,876+145.9% |
| Participant deferral / active EE | $11,934 | $4,242+181.3% | $3,537+237.4% | $5,439+119.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |