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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,907 | $90,486+101.0% | $78,676+131.2% | $273,972-33.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.09% | 75.62%-70.5pp | 62.19%-57.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $12,750 | $3,175+301.6% | $2,850+347.4% | $4,869+161.9% |
| Participant deferral / active EE | $2,338 | $3,901-40.1% | $3,517-33.5% | $5,287-55.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |