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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,277 | $110,379-43.6% | $102,412-39.2% | $145,884-57.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.33% | 24.84%-6.5pp | 24.94%-6.6pp | 551.85%-533.5pp |
| Employer contribution / active EE | $8,866 | $4,216+110.3% | $3,870+129.1% | $4,662+90.2% |
| Participant deferral / active EE | $4,088 | $5,622-27.3% | $5,060-19.2% | $6,690-38.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |