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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,917 | $100,147-10.2% | $81,286+10.6% | $145,877-38.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.39% | 34.44%-24.0pp | 24.80%-14.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $6,999 | $2,977+135.1% | $2,463+184.2% | $4,663+50.1% |
| Participant deferral / active EE | $9,675 | $4,607+110.0% | $3,883+149.2% | $6,691+44.6% |
| Admin fee / account holder | $0 | $8,201-100.0% | $5,764-100.0% | $13,402-100.0% |