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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,425 | $98,776+0.7% | $149,745-33.6% | $79,856+24.5% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.5%+15.4pp | 69.6%+28.3pp |
| Annual return | 13.54% | 27.38%-13.8pp | 276.72%-263.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $10,469 | $3,217+225.4% | $4,646+125.3% | $2,471+323.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |