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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,941 | $113,338-23.3% | $94,993-8.5% | $147,586-41.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 23.13% | 20.80%+2.3pp | 27.14%-4.0pp | 578.59%-555.5pp |
| Employer contribution / active EE | $5,714 | $3,160+80.8% | $2,603+119.5% | $4,876+17.2% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |