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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,719 | $93,346-0.7% | $71,796+29.1% | $273,972-66.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.87% | 130.39%-124.5pp | 78.04%-72.2pp | 41.46%-35.6pp |
| Employer contribution / active EE | $4,960 | $2,733+81.5% | $1,924+157.7% | $4,869+1.9% |
| Participant deferral / active EE | $24,000 | $3,475+590.6% | $2,794+758.8% | $5,287+353.9% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |