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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,333 | $162,821-17.5% | $133,978+0.3% | $158,982-15.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.46% | 41.95%-27.5pp | 45.10%-30.6pp | 302.99%-288.5pp |
| Employer contribution / active EE | $8,543 | $4,976+71.7% | $3,919+118.0% | $4,763+79.4% |
| Participant deferral / active EE | $5,437 | $5,910-8.0% | $5,047+7.7% | $5,983-9.1% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |