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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,969 | $97,125-34.1% | $86,233-25.8% | $137,256-53.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.48% | 74.19%-58.7pp | 61.39%-45.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,000 | $2,841+216.8% | $2,504+259.4% | $4,156+116.6% |
| Participant deferral / active EE | $20,750 | $5,180+300.6% | $4,559+355.1% | $6,407+223.9% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |