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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,969 | $107,809-40.7% | $97,032-34.1% | $155,188-58.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 15.48% | 38.06%-22.6pp | 35.38%-19.9pp | 148.84%-133.4pp |
| Employer contribution / active EE | $9,000 | $2,911+209.2% | $2,629+242.4% | $4,248+111.9% |
| Participant deferral / active EE | $20,750 | $5,129+304.5% | $4,672+344.1% | $6,531+217.7% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |