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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,045 | $117,829-1.5% | $102,423+13.3% | $145,877-20.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.89% | 31.83%-17.9pp | 29.42%-15.5pp | 551.28%-537.4pp |
| Employer contribution / active EE | $10,509 | $3,615+190.7% | $3,023+247.6% | $4,663+125.4% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $267 | $13,335-98.0% | $9,455-97.2% | $13,402-98.0% |