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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,753 | $104,664-20.9% | $85,693-3.4% | $167,518-50.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.65% | 21.45%-11.8pp | 21.49%-11.8pp | 478.71%-469.1pp |
| Employer contribution / active EE | $4,073 | $3,337+22.1% | $2,618+55.6% | $4,838-15.8% |
| Participant deferral / active EE | $8,616 | $4,824+78.6% | $3,923+119.6% | $6,342+35.9% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |