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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,155 | $127,790-21.6% | $106,555-6.0% | $167,536-40.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.83% | 33.88%-23.0pp | 26.80%-16.0pp | 478.82%-468.0pp |
| Employer contribution / active EE | $13,275 | $3,428+287.3% | $2,819+370.9% | $4,839+174.3% |
| Participant deferral / active EE | $7,743 | $5,088+52.2% | $4,399+76.0% | $6,342+22.1% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |