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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,137 | $96,508+7.9% | $75,901+37.2% | $152,897-31.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 24.25% | 33.99%-9.7pp | 30.76%-6.5pp | 345.43%-321.2pp |
| Employer contribution / active EE | $2,196 | $3,310-33.7% | $2,501-12.2% | $4,764-53.9% |
| Participant deferral / active EE | $3,559 | $4,554-21.8% | $3,603-1.2% | $5,851-39.2% |
| Admin fee / account holder | $12 | $8,081-99.9% | $5,420-99.8% | $11,599-99.9% |