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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,627 | $141,001-41.4% | $112,228-26.4% | $139,487-40.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.61% | 32.75%-23.1pp | 30.23%-20.6pp | 373.84%-364.2pp |
| Employer contribution / active EE | $8,802 | $4,285+105.4% | $3,432+156.5% | $4,755+85.1% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |