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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,773 | $106,247-43.7% | $96,515-38.1% | $139,466-57.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.70% | 38.47%-20.8pp | 35.73%-18.0pp | 373.66%-356.0pp |
| Employer contribution / active EE | $20,154 | $4,106+390.9% | $3,740+438.9% | $4,754+323.9% |
| Participant deferral / active EE | $9,188 | $5,456+68.4% | $4,880+88.3% | $6,712+36.9% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |